Sally Bourdamis (CRD# 1812157) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Fort Worth, TX and has over 34 years of experience in the finance industry.
CRD# 5297105
Schwab Wealth Advisory, Inc.
CRD# 6909749
Fidelity Personal And Workplace Advisors
CRD# 2785474
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield, IA | Jun 2015 - Current | 8 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Jun 2015 - Current | 8 |
| Retired | Phoenix, AZ | Jul 2014 - Jun 2015 | < 1 |
| Sagepoint Financial, Inc. | Phoenix, AZ | Jan 2009 - Jul 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1989 |
| S65 | NASAA Investment Advisors Law Examination | Feb 1999 |
- AZ
- TX
-
Total Assets Under Management87,369MILLIONS
-
Total Number of Accounts448,526ACCOUNTS
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Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
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, WY
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