Jacob Walters (CRD# 7440648) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Fulton, MO and has over 2 years of experience in the finance industry.
CRD# 2393993
Cetera Investment Advisers LLC
CRD# 3853
Robert A. Almony, Jr. LLC
CRD# 2788374
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research Inc. | Fairfield, IA | Jan 2024 - Current | < 1 |
| Cambridge Investment Research Advisors Inc. | Fairfield, IA | Jan 2024 - Current | < 1 |
| Lpl Financial, LLC | Columbia, MO | Oct 2021 - Jan 2024 | 2 |
| Convergence Financial, LLC | Columbia, MO | Oct 2021 - Jan 2024 | 2 |
| Mml Investors Services, LLC | Columbia, MO | Sep 2021 - Sep 2021 | < 1 |
| Massmutual Life Insurance Co | Columbia, MO | Apr 2021 - Sep 2021 | < 1 |
| University Of Missouri | Columbia, MO | Aug 2017 - May 2021 | 3 |
| Senior Marketing Specialists | Columbia, MO | Sep 2020 - Apr 2021 | < 1 |
| First Midwest Bank | Columbia, MO | Mar 2018 - Aug 2020 | 2 |
| Silverball Arcade & Bar | Columbia, MO | Jun 2019 - Jan 2020 | < 1 |
| Rock Bridge High School | Columbia, MO | Aug 2014 - Aug 2017 | 3 |
| Gentry Middle School | Columbia, MO | Aug 2011 - Aug 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2021 |
- MO
-
Total Assets Under Management87,369MILLIONS
-
Total Number of Accounts448,526ACCOUNTS
-
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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