Jerry HerzbergCRD Number: 244407
Current Firm: Cambridge Investment Research Advisors, Inc.
Jerry Herzberg (CRD# 244407) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Tulsa, OK and has over 36 years of experience in the finance industry.
Burkholder Wealth Management
Financial Security Investment Management Corporaton
Lpl Financial LLC
|Cambridge Investment Research, Inc.||Fairfield, IA||Aug 2019 - Current||2|
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Aug 2019 - Current||2|
|Axa Advisors, LLC||New York, NY||Sep 1999 - Aug 2019||19|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1986|
|S65||NASAA Investment Advisors Law Examination||Jan 2000|
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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