Edward OpatCRD Number: 1129654
Current Firm: Cambridge Investment Research Advisors, Inc.
Edward Opat (CRD# 1129654) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Murrysville, PA and has over 34 years of experience in the finance industry. Edward Opat 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.
C.b. Bond Financial Planning, Inc.
Nfp Advisor Services, LLC
Staley Capital Advisers Inc.
|Cambridge Investment Research, Inc.||Fairfield, IA||Nov 2012 - Current||4|
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Nov 2012 - Current||4|
|Lpl Financial Corporation||Murrysville, PA||Sep 2009 - Nov 2012||3|
|Mutual Service Corporation||Monroeville, PA||Apr 2003 - Sep 2009||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1983|
Total Assets Under Management25,187MILLIONS
Total Number of Accounts152,412ACCOUNTS
Average Account Value$165,257
- 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