Deanna Spear, financial advisor Beachwood OH

Deanna Spear

CRD Number: 4247015
Current Firm: Cambridge Investment Research Advisors, Inc.

Deanna Spear (CRD# 4247015) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Beachwood, OH and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research, Inc. Fairfield, IA Jul 2019 - Current 1
Cambridge Investment Research Advisors, Inc. Fairfield, IA Jul 2019 - Current 1
Wells Fargo Clearing Services, LLC Pepper Pike, OH Nov 2016 - Jul 2019 2
Wells Fargo Advisors LLC Pepper Pike, OH Feb 2010 - Nov 2016 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2011
Contact Info for Deanna Spear
Phone Number: 641-472-5100
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    56,159
    MILLIONS
  • Total Number of Accounts
    297,440
    ACCOUNTS
  • Average Account Value
    $188,808
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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