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Angela L McFerren

Cambridge Investment Research, Inc.

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About Angela L McFerren

Angela McFerren is a financial advisor with Cambridge Investment Research, Inc. Angela has been in the financial services industry since 2006. Angela is licensed in Iowa and Missouri. She specializes in municipal securities and variable contracts. Angela holds Series 6, 7, 24, 52TO, 53 and 66 licenses.

Firm Information

Angela McFerren 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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Angela McFerren’s Registration & Firm History

IA

01/04/2022 - Present

Cambridge Investment Research, Inc. (FAIRFIELD IA)

MD

10/04/2021 - 11/02/2021

GROVE POINT INVESTMENTS, LLC (Rockville MD)

KS

09/20/2012 - 08/23/2021

WADDELL & REED (OVERLAND PARK KS)

KS

07/16/2010 - 09/19/2012

CAMBRIDGE INVESTMENT RESEARCH, INC. (OVERLAND PARK KS)

KS

05/08/2006 - 07/16/2010

THE O.N. EQUITY SALES COMPANY (OVERLAND PARK KS)

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Licenses & Designations

BOTH

Issued 08/06/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/16/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/28/2019

Series 53 - Municipal Securities Principal Examination

BC

Issued 05/10/2013

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 11/16/2010

Series 7 - General Securities Representative Examination

BC

Issued 05/05/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Angela L McFerren. Review regulatory record here.
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