Jeffrey TweedellCRD Number: 2428885
Current Firm: Cambridge Investment Research Advisors, Inc.
Jeffrey Tweedell (CRD# 2428885) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Quincy, IL and has over 28 years of experience in the finance industry.
Wells Fargo Clearing Services, LLC
Ipi Wealth Management, Inc.
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Jan 2022 - Current||< 1|
|Cambridge Investment Research, Inc.||Fairfield, IA||Sep 2020 - Current||1|
|Winters LLP||Quincy, IL||Oct 1991 - Current||30|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1994|
|S66||NASAA Uniform Combined State Law Examination||Jan 2021|
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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