Coley Arnold, financial advisor Bluffton IN
93 score

Coley Arnold

CRD Number: 5898240
Current Firm: Cambridge Investment Research Advisors, Inc.

Coley Arnold (CRD# 5898240) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Bluffton, IN and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research, Inc. Fairfield, IA Jun 2015 - Current 1
Cambridge Investment Research Advisors, Inc. Fairfield, IA Jun 2015 - Current 1
Investment Centers Of America Fort Wayne, IN Oct 2011 - Jun 2015 3
Alpha Omega Financial Group Fort Wayne, IN Sep 2011 - Jun 2015 3
Centaurus Financial Inc. Anaheim, CA Mar 2011 - Oct 2011 < 1
Wealth By Design Capital Management Fort Wayne, IN Oct 2010 - Sep 2011 < 1
Self Employed Fort Wayne, IN Apr 2010 - Oct 2010 < 1
Lincoln Financial Group Fort Wayne, IN Dec 2006 - Apr 2010 3
Uno Chicago Grill Fort Wayne, IN Jul 2002 - Dec 2006 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2011
S65 NASAA Investment Advisors Law Examination Oct 2010
Contact Info for Coley D. Arnold
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • IN
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
93
Clean Record
This advisor has a clean track record with regulators.

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