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Patrick B
Series 63
Minneapolis, MN
Cambridge Investment Research Advisors
Patrick Boria is a financial advisor at Cambridge Investment Research Advisors with 30 years of industry experience. He holds a Series 63 designation and has worked with Cambridge Investment Research Advisors since 2013, as well as Cambridge Investment Research, Inc. since 2006. Outside of his advisory role, Boria serves as president of Boria Wealth Management, where he is involved in financial planning and acts as an expert witness on firm valuations. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional clients such as pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and manages a multi-billion dollar asset base across multiple platforms.
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