Lance Bradstreet, financial advisor Centerville OH
93 score

Lance Bradstreet

CRD Number: 5353726
Current Firm: Cambridge Investment Research Advisors, Inc.

Lance Bradstreet (CRD# 5353726) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Centerville, 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 May 2009 - Current 7
Cambridge Investment Research Advisors, Inc. Fairfield, IA May 2009 - Current 7
Bradstreet & Company, Inc. Dayton, OH Feb 2008 - Current 8
Fsc Securities Corporation Beavercreek, OH Apr 2008 - May 2009 1
Unemployed Dayton, OH Dec 2007 - Feb 2008 < 1
Ameriprise Financial Services,inc. Cincinnati, OH Jun 2007 - Dec 2007 < 1
Bradstreet & Company, Inc. Dayton, OH Jan 2001 - Oct 2007 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2007
Contact Info for Lance E. Bradstreet
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • OH
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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