Brian Boffa
Brian Boffa is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Park Ridge, NJ, with 20 years of industry experience. Brian is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.
Fee Estimator
Location
295 Spring Valley Rd., Park Ridge, NJ, 07656
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2008Other Business ActivitiesSells Insurance
Brian is an advisory representative of a Registered Investment Advisor (RIA) and spends about 10-20% of his time in this role. He is also an independent insurance agent for various companies, and holds positions in real estate, payroll services, and PEO services, dedicating a few hours per week to each.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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