Michael Stewart, financial advisor Jacksonville FL
96 score

Michael Stewart

CRD Number: 4456433
Current Firm: Cambridge Investment Research Advisors, Inc.

Michael Stewart (CRD# 4456433) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Jacksonville, FL and has over 11 years of experience in the finance industry. Michael Stewart has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Cambridge Invesment Research Advisors, Inc. Fairfield, IA Oct 2012 - Current 4
Cambridge Investment Research, Inc. Fairfield, IA Aug 2012 - Current 4
Pacific Life Insurance Co Newport Beach, CA Jul 2010 - Aug 2012 2
Pacific Select Distributors Newport Beach, CA Jul 2010 - Aug 2012 2
Grant Williams Lc Philadelphia, PA Sep 2009 - Jun 2010 < 1
Comphrehensive Financial Solutions LLC Murfreesboro, TN Feb 2009 - Jun 2010 1
Pacific Life Omaha, NE Dec 2004 - Jan 2009 4
Pacific Select Distributors Newport Beach, CA Dec 2004 - Jan 2009 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2005
S66 NASAA Uniform Combined State Law Examination Sep 2012
Contact Info for Michael J. Stewart
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    25,187
    MILLIONS
  • Total Number of Accounts
    152,412
    ACCOUNTS
  • Average Account Value
    $165,257
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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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