Jeffrey SchillingCRD Number: 872099
Current Firm: Cambridge Investment Research Advisors, Inc.
Jeffrey Schilling (CRD# 872099) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Dayton, OH and has over 20 years of experience in the finance industry.
Sound Financial Investment Management, LLC
Raymond James & Associates, Inc.
Greenrock Advisory LLC
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Mar 2005 - Current||12|
|Cambridge Investment Research, Inc.||Fairfield, IA||Jan 2004 - Current||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1997|
Total Assets Under Management25,187MILLIONS
Total Number of Accounts152,412ACCOUNTS
Average Account Value$165,257
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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