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Advisors / Pennsylvania / Wilkes Barre
40yrs

Bryan Boyle

Financial advisor at Cambridge Investment Research Advisors

Based in Wilkes Barre, Pennsylvania, Bryan Boyle is a financial advisor with 40 years of industry experience. Bryan joined Cambridge Investment Research Advisors in 2011, after four years at Tower Square Securities. Bryan holds the ChFC designation.

Wilkes Barre, PA 18702ChFCTop 4% by experience nationwide

At a glance

Experience40 years (since 1986)
How that compares ?Top 4% by experience nationwide
Office613- Baltimore Dr Suite 3, Wilkes Barre, PA 18702
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$378,281
Advisors at the firm3,917
States licensed ?2 states

Services through Cambridge Investment Research Advisors

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersMarket timingEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

ChFC

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination

Career

  1. 2011 – now
  2. 2007 – 2011
    Tower Square Securities, Inc.Previously

Questions to ask Bryan

Tailored to Bryan’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Bryan

How do I contact Bryan?

Call Cambridge Investment Research Advisors at (641) 472-5100 and ask for Bryan Boyle. Bryan works from the Wilkes Barre, PA office.

How long has Bryan been a financial advisor?

Bryan has been in the industry since 1986, about 40 years. Top 4% by experience nationwide.

What licenses does Bryan hold?

Series 63. Tap any license on this page to see what it allows.

Is Bryan a fiduciary?

Bryan is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.

How is Bryan paid?

Cambridge Investment Research Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Bryan for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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