Mamdouh EltawilCRD Number: 1404857
Current Firm: Cambridge Investment Research Advisors, Inc.
Mamdouh Eltawil (CRD# 1404857) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Spring Branch, TX and has over 32 years of experience in the finance industry. Mamdouh Eltawil 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.
Hackett Financial Group, LLC
Wealth Watch Advisors, LLC
Ims Financial Advisors, Inc.
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Mar 2005 - Current||13|
|Cambridge Investment Research, Inc.||Fairfield, IA||Sep 2003 - Current||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1985|
|S65||NASAA Investment Advisors Law Examination||Nov 1996|
Total Assets Under Management28,722MILLIONS
Total Number of Accounts168,526ACCOUNTS
Average Account Value$170,429
- 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