Drew Gress (CRD# 6194037) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Towson, MD and has over 9 years of experience in the finance industry.
CRD# 1582180
Thrivent Investment Management Inc.
CRD# 2436101
Abel Financial Management Company
CRD# 2763082
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Nov 2021 - Current | 2 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Nov 2021 - Current | 2 |
| Keller-brown Agency Inc. | Shrewsbury, PA | Apr 2017 - Current | 6 |
| S2 Financial Partners | Towson, MD | Jun 2011 - Current | 12 |
| Securities America, Inc. | Towson, MD | Sep 2020 - Nov 2021 | 1 |
| Securities America Advisors, Inc. | Towson, MD | Sep 2020 - Nov 2021 | 1 |
| Securities Service Network, LLC | Towson, MD | Dec 2016 - Sep 2020 | 3 |
| Ssn Advisory, Inc. | Towson, MD | Dec 2016 - Sep 2020 | 3 |
| The Marshall Financial Group LLC | Towson, MD | Jan 2018 - May 2019 | 1 |
| Hornor, Townsend & Kent, Inc. | Horsham, PA | Jun 2013 - Dec 2016 | 3 |
| Penn Mutual Life Insurance Company | Horsham, PA | Dec 2011 - Dec 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2014 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2015 |
- MD
- PA
-
Total Assets Under Management82,428MILLIONS
-
Total Number of Accounts461,370ACCOUNTS
-
Average Account Value$178,659
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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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