Stephen AckerCRD Number: 2242181
Current Firm: Cambridge Investment Research Advisors, Inc.
Stephen Acker (CRD# 2242181) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Newport News, VA and has over 30 years of experience in the finance industry.
Martello Investments, LLC
Fidelity Personal And Workplace Advisors
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Cambridge Investment Research, Inc.||Fairfield, IA||Sep 2011 - Current||10|
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Sep 2011 - Current||10|
|#ia Tower Square Securities, Inc.||Charlottesville, VA||Aug 1997 - Current||25|
|Acker Ins Agency, Inc.||Charlottesville, VA||Mar 1983 - Current||39|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1992|
|S65||NASAA Investment Advisors Law Examination||Feb 1994|
Total Assets Under Management82,247MILLIONS
Total Number of Accounts382,713ACCOUNTS
Average Account Value$214,906
- 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
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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