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Austin Waag is a financial advisor at Cambridge Investment Research Advisors, Inc. Austin joined the firm in March 2024 and holds a Series 65 license. Austin has a background in science and research, having worked for the National Park Service and the U.S. Geological Survey. Austin holds a Bachelor of Science degree from Ohio University.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
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CA
10/16/2024 - Present
Cambridge Investment Research Advisors, Inc. (Berkeley CA)
Active
Inactive
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