John Wingfield, financial advisor Madison Heights VA

John Wingfield

CRD Number: 469915
Current Firm: Cambridge Investment Research Advisors, Inc.

John Wingfield (CRD# 469915) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Madison Heights, VA and has over 22 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Cambridge Investment Research, Inc. Fairfield, IA Mar 2013 - Current 9
Cambridge Investment Research Advisors, Inc. Fairfield, IA Mar 2013 - Current 9
Next Financial Group Inc. Madison Heights, VA Dec 2006 - Mar 2013 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2004
S65 NASAA Investment Advisors Law Examination Aug 1999
Contact Info for John E. Wingfield
Phone Number: 641-472-5100
Registered State(s):
  • VA
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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