Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Eugene Boyle has been in the financial services industry since June 25, 1983. Bryan currently works with Cambridge Investment Research Advisors, Inc. and has offices in Wilkes Barre, PA. Previously, Bryan was employed at Tower Square Securities, Inc. and WS Griffith Securities, Inc. Bryan holds the Series 2, 7, and 63 licenses, as well as the SIE exam. Bryan has received the Chartered Financial Consultant designation and specializes in Retirement Planning, College Savings Plans, Annuities, Life Insurance, and Long-Term Care. Bryan has a strong history of working with individuals and has experience working with high net worth individuals, pension and profit-sharing plans, and state or municipal government entities.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
PA
03/12/2020 - Present
Cambridge Investment Research Advisors, Inc. (WILKES BARRE PA)
PA
06/15/2004 - 09/22/2011
TOWER SQUARE SECURITIES, INC. (WILKES BARRE PA)
CT
03/30/1998 - 06/07/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
IA
02/28/1995 - 04/03/1998
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
SC
11/10/1994 - 03/22/1995
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NH
03/23/1993 - 11/10/1994
POLARIS FINANCIAL SERVICES, INC. (CONCORD NH)
MA
05/02/1986 - 04/05/1993
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
MA
05/02/1986 - 12/31/1989
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
NA
06/19/1983 - 05/12/1986
AETNA LIFE INSURANCE AND ANNUITY COMPANY
BC
Issued 08/14/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/1995
Series 7 - General Securities Representative Examination
BC
Issued 10/16/1980
Series 2 - Non-Member General Securities Examination
Active
Inactive
F
FINRA
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