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Overview

Services

Advisor Services

  • Financial Planning

  • Pension Consulting

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Cambridge Investment Research Advisors, Inc. 5 years, 11 months Oct 2010 - Present
Cambridge Investment Research Advisors, Inc. 5 years, 4 months Mar 2005 - Jul 2010
Cambridge Investment Research, Inc. 14 years, 5 months Apr 2002 - Present
Cambridge Investment Research, Inc. 17 years, 11 months Oct 1998 - Present
Are You
Jeffrey David Kercher?
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Designations & Memberships

Membership information not available

Articles and Answers

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    2
  • as of date
    Apr 5, 2015
FINRA
FINRA
  • license status
    Registered
  • disclosures
    4
  • as of date
    May 18, 2016
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Cambridge Investment Research Advisors, Inc.

Last updated on June 23, 2016
    • $25.2B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 152K
      Accounts
    • $165.3K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
  • Commissions
  • Solicitation Fees From 3Rd Party Money Managers
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