Cambridge Investment Research Advisors, Inc.

Cambridge Investment Research Advisors, Inc. (CRD# 134139) is a financial advisory firm headquartered in Fairfield, IA. They manage $44,327,336,213 in 276,236 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    44,327
    MILLION
  • Total Number of Accounts
    276,236
    ACCOUNTS
  • Average Account Value
    $160,469
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, WY

Financial Advisors at Cambridge Investment Research Advisors, Inc.
Showing 21 - 30 of 3,209 top financial advisors.
21
Caleb V. Allen
CRD#: 5017739
150 North Harbin Dr, Ste 420, Stephenville, TX 76401

Caleb Allen (CRD# 5017739) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Stephenville, TX and has over 14 years of experience in the finance industry. Caleb Allen 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.

22
Douglas E. Allen
CRD#: 1492192
801 4th Ave, Grinnell, IA 50112

Douglas Allen (CRD# 1492192) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Grinnell, IA and has over 33 years of experience in the finance industry. Douglas Allen 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.

23
Raymond N. Allen
CRD#: 1491398
Colfax, CA

Raymond Allen (CRD# 1491398) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Colfax, CA and has over 21 years of experience in the finance industry.

24
Shane C. Allen
CRD#: 6634023
3001 Glacier Pass Lane, Cedar Park, TX 78613

Shane Allen (CRD# 6634023) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Cedar Park, TX and has over 3 years of experience in the finance industry.

25
Thomas G. Allen
CRD#: 2361427
Clyo, GA

Thomas Allen (CRD# 2361427) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Clyo, GA and has over 26 years of experience in the finance industry.

26
Steve B. Allender
CRD#: 2834732
5670 Greenwood Plaza Blvd, Ste 350, Greenwood Village, CO 80111

Steve Allender (CRD# 2834732) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Greenwood Village, CO and has over 20 years of experience in the finance industry.

27
Domini M. Allison
CRD#: 5813419
2009 Market St., Camp Hill, PA 17011

Domini Allison (CRD# 5813419) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Camp Hill, PA and has over 9 years of experience in the finance industry.

28
James E. Almond
CRD#: 1323752
5700 Granite Parkway, #200, Plano, TX 75024

James Almond (CRD# 1323752) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Plano, TX and has over 34 years of experience in the finance industry.

29
Emily J. Altaffer
CRD#: 5725299
516 E High St., Bryan, OH 43506

Emily Altaffer (CRD# 5725299) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Bryan, OH and has over 10 years of experience in the finance industry.

30
Crescencio A. Alvarez
CRD#: 5002167
1776 Pleasant Plain Road, Fairfield, IA 52556

Crescencio Alvarez (CRD# 5002167) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Fairfield, IA and has over 14 years of experience in the finance industry.

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