Warren ChurchCRD Number: 3058479
Current Firm: Cambridge Investment Research Advisors, Inc.
Warren Church (CRD# 3058479) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Erie, CO and has over 5 years of experience in the finance industry.
Ewealth Consulting, LLC
Anthony Capital, LLC
Bsw Wealth Partners
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Dec 2017 - Current||< 1|
|Cambridge Investment Research, Inc.||Fairfield, IA||Dec 2017 - Current||< 1|
|At 319 LLC||Longmont, CO||Sep 2016 - Current||1|
|W W Church Inc.||Longmont, CO||Oct 2015 - Current||2|
|Various Insurance Carriers For W & R Insurance Agencies||Longmont, CO||Aug 1998 - Current||19|
|Waddell & Reed, Inc.||Boulder, CO||May 1998 - Dec 2017||19|
|Warren Church||Longmont, CO||Jul 2015 - Feb 2017||1|
|Boulder Chinese Baptist Church||Boulder, CO||Oct 2014 - Jan 2016||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2012|
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
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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