Andrew Latourelle, financial advisor Bemidji MN
89 score

Andrew Latourelle

CRD Number: 6181119
Current Firm: Cambridge Investment Research Advisors, Inc.

Andrew Latourelle (CRD# 6181119) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Bemidji, MN and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research Advisors, Inc. Fairfield, IA Jan 2016 - Current < 1
Cambridge Investment Research, Inc. Fairfield, IA Jan 2016 - Current < 1
Metlife Securities Inc. Bemidji, MN Jan 2015 - Dec 2015 < 1
New England Securities Minnetonka, MN Apr 2013 - Jan 2015 1
Applebee's Bemidji, MN Mar 2008 - Apr 2013 5
Nature's Edge Bemidji, MN Jun 2005 - Oct 2010 5
Wells Fargo Bemidji, MN May 2004 - Mar 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2013
Contact Info for Andrew J. Latourelle
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    25,187
    MILLIONS
  • Total Number of Accounts
    152,412
    ACCOUNTS
  • Average Account Value
    $165,257
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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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