Gail Waldman, financial advisor North Chesterfield VA

Gail Waldman

CRD Number: 4258085
Current Firm: Cambridge Investment Research Advisors, Inc.

Gail Waldman (CRD# 4258085) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in North Chesterfield, VA and has over 23 years of experience in the finance industry. Gail Waldman 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.

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Professional Designations
Company Name Location Dates Years
Cambridge Investment Research Advisors, Inc. Fairfield, IA Jan 2024 - Current < 1
Cambridge Investment Research, Inc. Fairfield, IA Mar 2008 - Current 16
Gail Waldman Vienna, VA Oct 2007 - Current 16
Beaufort Water Search & Rescue Beaufort, VA Sep 2007 - Current 16
Hospice Volunteer Vienna, VA Jul 2006 - Current 17
Baliwick Home Owners Association Vienna, VA Aug 2005 - Current 18
Waldman Financial Advisers Vienna, VA May 2008 - Mar 2024 15
Waldman Financial Advisors Vienna, VA Aug 2000 - Mar 2024 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2000
S66 NASAA Uniform Combined State Law Examination Aug 2002
Contact Info for Gail L. Waldman
Phone Number: 641-472-5100
Registered State(s):
  • TX
  • VA
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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