David Rex, financial advisor Commerce TX
93 score

David Rex

CRD Number: 4504932
Current Firm: Cambridge Investment Research Advisors, Inc.

David Rex (CRD# 4504932) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Commerce, TX and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research Advisors Inc. Fairfield, IA Jan 2011 - Current 5
Cambridge Investment Reseach, Inc. Fairfield, IA Sep 2008 - Current 8
Cambridge Investment Research Advisors, Inc. Fairfield, IA Sep 2008 - Dec 2009 1
Ing Financial Partners, Inc. Ft Worth, TX Jun 2004 - Sep 2008 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2002
S66 NASAA Uniform Combined State Law Examination Mar 2006
Contact Info for David M. Rex
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • TX
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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