Avery Sanson (CRD# 7045264) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Harleysville, PA and has over 4 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Mar 2020 - Current | 4 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Sep 2019 - Current | 4 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Nov 2018 - Mar 2020 | 1 |
| Financial Voyages, LLC | Harleysville, PA | Nov 2018 - Oct 2019 | < 1 |
| Los Angeles Film School | Los Angeles, CA | Aug 2015 - Sep 2018 | 3 |
| Perkiomen Valley High School | Collegeville, PA | Sep 2011 - Jun 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2020 |
- PA
- TX
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Total Assets Under Management87,369MILLIONS
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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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