Avery Sanson, financial advisor Harleysville PA

Avery Sanson

CRD Number: 7045264
Current Firm: Cambridge Investment Research Advisors, Inc.

Avery Sanson (CRD# 7045264) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Harleysville, PA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research Advisors, Inc. Fairfield, IA Mar 2020 - Current 2
Cambridge Investment Research, Inc. Fairfield, IA Sep 2019 - Current 3
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
W.i.b.s. Collegeville, PA Nov 2013 - Mar 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2020
Contact Info for Avery A. Sanson
Phone Number: 641-472-5100
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    82,247
    MILLIONS
  • Total Number of Accounts
    382,713
    ACCOUNTS
  • Average Account Value
    $214,906
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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