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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 Invesment Research Advisors, Inc 3 years, 3 months Jun 2013 - Present
Cambridge Investment Research, Inc 3 years, 3 months Jun 2013 - Present
Fidelity Investments 5 years, 4 months Feb 2008 - Jun 2013
Axa Advisors, LLC 6 months Aug 2007 - Feb 2008
Veritude 10 months Oct 2006 - Aug 2007
Are You
Dana Edmond Gilpatrick?
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Designations & Memberships

Membership information not available

Articles and Answers

Insights by Dana Gilpatrick

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Jun 2, 2016
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Jun 2, 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