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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Gamblin is an Investment Advisor Representative with Cambridge Investment Research Advisors, Inc. David Gamblin has been working in the financial services industry since 1986. David Gamblin's current firm is based in Fairfield, IA and his office is in Merritt Island, FL. Cambridge Investment Research Advisors, Inc. is an investment advisory firm that provides a wide range of financial services, including financial planning, portfolio management, and educational seminars. David Gamblin also has experience with Morgan Stanley and Citigroup Global Markets Inc.
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
1
2
FL
01/19/2024 - Present
Cambridge Investment Research Advisors, Inc. (Merritt Island FL)
FL
06/01/2009 - 11/02/2023
MORGAN STANLEY (MELBOURNE FL)
FL
09/22/2004 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ORLANDO FL)
MO
09/26/1986 - 09/27/2004
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 09/22/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/04/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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