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David Robert Chevalier

Cambridge Investment Research, Inc.

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About David Robert Chevalier

David Chevalier is a financial advisor with Cambridge Investment Research, Inc. David has been in the financial services industry since January 25, 2000. David is registered with FINRA and has Series 7, Series 66, and SIE licenses. David is registered in Florida, Indiana, Michigan, Nevada, New Hampshire, and Ohio. David was previously registered with FSC Securities Corporation, Great American Advisors, Inc., BANC ONE SECURITIES CORPORATION, and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.

Firm Information

David Chevalier 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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David Chevalier’s Registration & Firm History

MI

10/04/2019 - Present

Cambridge Investment Research, Inc. (Mt Clemens MI)

MI

05/21/2009 - 10/10/2019

FSC SECURITIES CORPORATION (MOUNT CLEMONS MI)

MI

10/02/2002 - 05/22/2009

GREAT AMERICAN ADVISORS, INC. (SYLVAN LAKE MI)

IL

02/02/2001 - 09/25/2002

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

NY

01/06/2000 - 01/18/2001

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 02/17/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/05/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Robert Chevalier.
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