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Edward John Simon

Cambridge Investment Research, Inc.

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About Edward John Simon

Edward John Simon is a financial advisor with over 40 years of experience. Edward is currently registered with Cambridge Investment Research, Inc. in Bel Air, Maryland. Edward holds a Series 6, Series 63 and SIE license. Previously Edward worked for SAGEPOINT FINANCIAL, INC., SUNAMERICA SECURITIES, INC., ANCHOR NATIONAL FINANCIAL SERVICES, INC., INTEGRATED RESOURCES EQUITY CORPORATION, CARDELL & ASSOCIATES, INCORPORATED, IDS LIFE INSURANCE COMPANY, IDS MARKETING CORPORATION and INVESTORS DIVERSIFIED SERVICES, INC..

Firm Information

Edward Simon 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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Edward Simon’s Registration & Firm History

MD

10/15/2010 - Present

Cambridge Investment Research, Inc. (BEL AIR MD)

MD

10/31/2005 - 10/19/2010

SAGEPOINT FINANCIAL, INC. (BEL AIR MD)

AZ

05/19/1992 - 10/31/2005

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

NA

11/16/1989 - 05/19/1992

ANCHOR NATIONAL FINANCIAL SERVICES, INC.

NA

06/09/1986 - 11/16/1989

INTEGRATED RESOURCES EQUITY CORPORATION

NA

10/03/1983 - 06/25/1986

CARDELL & ASSOCIATES, INCORPORATED

NA

01/05/1982 - 10/11/1983

IDS LIFE INSURANCE COMPANY

NA

01/05/1982 - 10/11/1983

IDS MARKETING CORPORATION

NA

01/05/1982 - 10/11/1983

INVESTORS DIVERSIFIED SERVICES, INC.

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Licenses & Designations

BC

Issued 05/31/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/18/1981

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Edward John Simon.
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