Douglas Ulrich, financial advisor Bloomington IL

Douglas Ulrich

CRD Number: 829119
Current Firm: Cambridge Investment Research Advisors, Inc.

Douglas Ulrich (CRD# 829119) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Bloomington, IL and has over 39 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Cambridge Investment Research Advisors, Inc. Fairfield, IA Mar 2005 - Current 19
Cambridge Investment Research, Inc. Fairfield, IA Jan 2002 - Current 22
Financial Security Associates Bloomington, IL Jun 1980 - Current 43
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1984
Contact Info for Douglas E. Ulrich
Phone Number: 641-472-5100
Registered State(s):
  • AZ
  • IL
By the Numbers
  • Total Assets Under Management
    82,428
    MILLIONS
  • Total Number of Accounts
    461,370
    ACCOUNTS
  • Average Account Value
    $178,659
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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