Jeffrey Laine (CRD# 1752509) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Ocean City, NJ and has over 36 years of experience in the finance industry.
CRD# 2708056
Wells Fargo Advisors
CRD# 5306985
Lpl Financial LLC
CRD# 6085208
Diversify Advisory Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Cambridge Investment Research, Inc. | Fairfield, IA | Jan 2023 - Current | 1 |
Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Jan 2023 - Current | 1 |
Commonwealth Financial Group, Inc. | Cherry Hill, NJ | Feb 1993 - Current | 31 |
Laine Financial Group Inc. | Cherry Hill, NJ | May 1992 - Current | 32 |
Jeffrey A Laine Cpa, LLC | Voorhees, NJ | Jan 1984 - Current | 40 |
Pfm Funds | Cherry Hill, NJ | Oct 2008 - Dec 2021 | 13 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jan 1988 |
S65 | NASAA Investment Advisors Law Examination | Dec 2010 |
- NJ
-
Total Assets Under Management87,369MILLIONS
-
Total Number of Accounts448,526ACCOUNTS
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Average Account Value$194,791
- 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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