Cambridge Investment Research Advisors, Inc.

Cambridge Investment Research Advisors, Inc. (CRD# 134139) is a financial advisory firm headquartered in Fairfield, IA. They manage $25,187,129,440 in 152,412 accounts and serve the financial needs of clients across 52 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    25,187
    MILLION
  • Total Number of Accounts
    152,412
    ACCOUNTS
  • Average Account Value
    $165,257
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Cambridge Investment Research Advisors, Inc.
Showing 1 - 10 of 2,536 top financial advisors.
1
James C. Claiborne
CRD#: 2074636
9990 College Blvd, Ste 102, Overland Park, KS 66210
103
Wealthminder
score
James Claiborne (CRD# 2074636) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Overland Park, KS and has over 25 years of experience in the finance industry.
2
Rene G. Ledoux
CRD#: 1599650
84 Chapin Greene Drive, Ludlow, MA 01056
103
Wealthminder
score

Rene Ledoux (CRD# 1599650) is an Investment Advisor Representative affiliated with Cambridge Investment Research Advisors, Inc. in Ludlow, MA through The Professional Alliance located in Milford, MA, a professional body of investment advisors who are either attorneys, CPA's and / or CFP's. Rene has over 29 years of experience in the finance industry. Rene Ledoux has taken additional exams to become a Certified Financial Planner (CFP®). CFP ; working for some of New England's largest Trust Companies and is well versed in estate planning. He makes his home in Ludlow with his wife Susanne; enjoys playing golf, gardening, singing with the Wilbraham Chorale Society and the Wilbraham Mens Glee Club and working with the Old Post Road Orchestra.

3
Richard D. Havican
CRD#: 240057
95 Post Office Pk, Ste 9503, Wilbraham, MA 01095
101
Wealthminder
score

Richard Havican (CRD# 240057) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Wilbraham, MA and has over 46 years of experience in the finance industry. Richard Havican 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 putclients' interests first and comply with the Financial Planning Practice Standards.

4
Jose L. Martin
CRD#: 4630445
480 Sawgrass Corporate Pkwy, Ste 110, Fort Lauderdale, FL 33325
101
Wealthminder
score

Jose Martin (CRD# 4630445) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Fort Lauderdale, FL and has over 13 years of experience in the finance industry. Jose Martin 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.

5
Rick A. Young
CRD#: 2747345
1809 N. 169th Plaza, Unit A, Omaha, NE 68118
101
Wealthminder
score

Rick Young (CRD# 2747345) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Omaha, NE and has over 20 years of experience in the finance industry. Rick Young 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.

6
Robert J. Wickenkamp
CRD#: 2756495
744 Main St., Ste 103 W, Antioch, IL 60002
100
Wealthminder
score

Robert Wickenkamp AIF®, RICP® (CRD# 2756495) founded RJW Investment Consultants in order to help clients pursue financial freedom. He offers over 20 years of financial services experience and currently holds FINRA Series 7, 63, and 66 licenses along with the Accredited Investment Fiduciary® (AIF®) and Retirement Income Certified Professional (RICP®) designations.

 

RJW is an independent financial services firm focused on preserving and protecting what matters most to you. Through our relationship with Cambridge, one of the most respected independent broker dealers in the industry, we have the flexibility to offer a wide range of financial products without the obligation to sell proprietary products or services. Our independence allows us to be selective, offering only the products and services we believe are best suited to meet your objectives and goals.

 

At RJW, we are committed to providing our clients with custom-tailored solutions in pursuit of financial freedom. We begin by working with you to determine your personal goals and objectives. After these have been determined, we design an individualized plan with defensive strategies to help protect your principal. We expect your life to change, and we continually monitor your financial progress, evaluate your portfolio on a regular basis, and revise as needed to stay aligned with your objectives.

7
Alan J. Dole
CRD#: 4904989
2550 Gaskins Rd, Henrico, VA 23238
98
Wealthminder
score

Alan Dole (CRD# 4904989) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Henrico, VA and has over 11 years of experience in the finance industry.

8
Stephen J. Acker
CRD#: 2242181
2330 Commonwealth Dr, Ste 200, Charlottesville, VA 22901
96
Wealthminder
score

Stephen Acker (CRD# 2242181) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Charlottesville, VA and has over 24 years of experience in the finance industry.

9
Daniel S. Ail
CRD#: 2364727
1331 Chocolate Ave, Hershey, PA 17033
96
Wealthminder
score

Daniel Ail (CRD# 2364727) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Hershey, PA and has over 23 years of experience in the finance industry. Daniel Ail 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.

10
Kevin W. Albritton
CRD#: 727420
12977 N Forty Dr, Ste 110, Saint Louis, MO 63141
96
Wealthminder
score

Kevin Albritton (CRD# 727420) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Saint Louis, MO and has over 34 years of experience in the finance industry. Kevin Albritton 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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