Unclaimed Profile

Richard Charles Boyles

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.·FAIRFIELD, Iowa

SIE, Series 7, Series 24, Series 27, Series 63, Series 65, Series 99TOClean record20 years registeredCAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

1776 PLEASANT PLAIN RD., FAIRFIELD, IA 52556-8757CRD# 2210763Firm CRD# 134139

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Richard Charles Boyles · FAIRFIELD, IA

Registration

CRD #2210763 · CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CITY SECURITIES CORPORATION

Feb 2006 – Apr 2016

INDIANAPOLIS, IN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 27

Series 63

Series 65

Series 99TO

Registration record

First registered · February 9, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CRD 134139 · SEC 801-63930

AUM

$87.4B

Regulatory assets under management

Employees

3,312

448,526 client accounts

Services offered by CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other advisory services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Richard Charles Boyles offer?

Richard Charles Boyles specializes in Financial Planning, Investment Management, Wealth Management.

What are Richard Charles Boyles's credentials?

Richard Charles Boyles is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Richard Charles Boyles located?

Richard Charles Boyles is based in FAIRFIELD, Iowa, last registered with CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC..

How does Richard Charles Boyles charge for services?

Richard Charles Boyles's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions, other: solicitation fees from 3rd party money managers. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.?

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. has approximately 3312 employees and manages $87.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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