Derek Cram, financial advisor Portland OR

Derek Cram

CRD Number: 6832944
Current Firm: Cambridge Investment Research Advisors, Inc.

Derek Cram (CRD# 6832944) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Portland, OR and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research Advisors, Inc. Fairfield, IA Aug 2019 - Current 1
Financial Reserve Portland, OR Mar 2019 - Current 1
Cambridge Investment Research, Inc. Fairfield, IA Mar 2019 - Current 1
Northwestern Mutual Orlando, FL Jul 2017 - Feb 2019 1
Haven Bar And Grill Lopez Island, WA Jun 2015 - Sep 2018 3
Rollins College Winter Park, FL Aug 2014 - May 2018 3
Heller Bros Winter Garden, FL May 2016 - Aug 2016 < 1
Island Marine Center Lopez Island, WA Jun 2015 - Sep 2015 < 1
The Bay Cafe Lopez Island, WA Jun 2012 - Sep 2014 2
Tanbark Marine Lopez Island, WA Jun 2008 - Aug 2012 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2019
Contact Info for Derek J. Cram
Phone Number: 641-472-5100
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    56,159
    MILLIONS
  • Total Number of Accounts
    297,440
    ACCOUNTS
  • Average Account Value
    $188,808
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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