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Andrew Michael Perry

Cambridge Investment Research, Inc.

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About Andrew Michael Perry

Andrew Michael Perry is a financial advisor with Cambridge Investment Research, Inc., based in Des Moines, Iowa. Andrew has been in the financial industry since 2005. He has a strong background in securities and has passed numerous exams, including Series 7, Series 9, Series 10, Series 24, Series 52TO, and Series 66. Andrew is also a registered representative in Iowa. Andrew previously worked with VOYA FINANCIAL ADVISORS, INC., and Ameriprise Financial Services, Inc.

Firm Information

Andrew Perry is currently registered with Cambridge Investment Research, Inc.. Cambridge Investment Research, Inc. is a corporation formed in October 1995. The firm is registered with the SEC and in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

658

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Andrew Perry’s Registration & Firm History

IA

01/29/2021 - Present

Cambridge Investment Research, Inc. (Des Moines IA)

IA

10/06/2014 - 02/01/2021

VOYA FINANCIAL ADVISORS, INC. (DES MOINES IA)

MN

09/29/2009 - 08/11/2014

AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

MN

03/02/2006 - 06/05/2009

AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

MN

01/26/2005 - 12/21/2005

AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

MN

01/26/2005 - 12/21/2005

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 02/03/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/22/2010

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 12/30/2009

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/06/2007

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/25/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Andrew Michael Perry.
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