Herson CastanedaCRD Number: 7128284
Current Firm: Cambridge Investment Research Advisors, Inc.
Herson Castaneda (CRD# 7128284) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Grand Island, NE and has over 3 years of experience in the finance industry.
Eagle Strategies LLC
Allen Capital Group, LLC
Allen Capital Group, LLC
|Cambridge Investment Research, Inc.||Fairfield, IA||Nov 2021 - Current||1|
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Nov 2021 - Current||1|
|Schuster Anderson Wealth Advisors||Grand Island, NE||Nov 2020 - Current||2|
|Principal Securities Inc.||Grand Island, NE||Nov 2020 - Nov 2021||1|
|Principal Life Insurance Company||Grand Island, NE||Nov 2020 - Nov 2021||1|
|Schuster Anderson||Grand Island, NE||Oct 2020 - Nov 2020||< 1|
|Wells Fargo Clearing Services, LLC||Grand Island, NE||May 2019 - Oct 2020||1|
|Law Offices Of Marisa-andrea Moore||Grand Island, NE||May 2014 - May 2019||5|
|Absolute Advantage Interpreting||Grand Island, NE||Jan 2017 - Apr 2019||2|
|Sosi LLC||Reston, VA||Apr 2018 - Aug 2018||< 1|
|Grand Island Veterans Home||Grand Island, NE||Jun 2013 - May 2014||< 1|
|Walmart||Grand Island, NE||Jan 2013 - Jun 2013||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2019|
Total Assets Under Management82,247MILLIONS
Total Number of Accounts382,713ACCOUNTS
Average Account Value$214,906
- 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
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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