- -Estate Planning
- -Comprehensive Financial Planning
- -Retirement Planning
- -College Planning
- -Charitable Planning
- -Other Financial Planning
- -Tax Planning
- -Life Insurance
- -Long-Term Care Insurance
- -Business Insurance
- -Defined Benefit
- -Other Pension Consulting
- -Individuals and/or Small Businesses
- -Businesses or Institutional Clients
- -Other Portfolio Management
Funds Used With Clients
Firm Client types
|Cambridge Investment Research Advisors, Inc||9 years, 8 months||Aug 2010 - Present|
|Cambridge Investment Research, Inc||9 years, 8 months||Aug 2010 - Present|
Designations & Memberships
Financial Services InstituteMembershipFounded in 2004, FSI is the only advocacy organization working on behalf of independent broker-dealers and independent financial advisors. Our vision is that all individuals have access to competent and affordable financial advice, products, and services delivered by a growing network of independent financial advisors affiliated with independent financial services firms. Our mission is to create a healthier regulatory environment for independent broker-dealers and their affiliated independent financial advisors through aggressive and effective advocacy, education, and public awareness. Our strategy supports our vision and mission through robust involvement in FINRA governance, constructive engagement in the regulatory process, and effective influence on the legislative process.
Accredited Investment FiduciaryDesignationThe Accredited Investment Fiduciary® (AIF®) designation represents a thorough knowledge of and ability to apply the fiduciary practices.
Accredited Wealth Management AdvisorDesignationIndividuals holding this designation are well versed in wealth transfers, federal taxation, retirement planing and planning for end-of-life needs.
Certified Fund SpecialistDesignationCFS Designees have expertise in mutual funds and the mutual fund industry. These individuals advise clients on which mutual funds best suit their particular needs. Does not license individuals to buy or sell mutual funds.
Chartered Retirement Plans SpecialistDesignationThe CRPS Program is specifically targeted at professionals who design, install, and maintain retirement plans for the business community.
Articles and Answers
Insights by Timothy Hayes
Licenses & Conducts
Cambridge Investment Research Advisors, Inc.
$44.3BTotal Assets Under Management
N/ATotal Assets Under Advisement
$160.5KEstimated Average Account Balance