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Ian Andrew Bee

Cambridge Investment Research, Inc.

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About Ian Andrew Bee

Ian Andrew Bee is a financial advisor who is registered with Cambridge Investment Research, Inc. in Fairfield, IA. Ian has been in the financial services industry since July 31, 2015. Ian has passed the Series 7, Series 24, and SIE exams. Cambridge Investment Research, Inc. is a financial services firm that provides investment advice, financial planning, and other services to individuals and families.

Firm Information

Ian Bee 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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Ian Bee’s Registration & Firm History

IA

11/15/2022 - Present

Cambridge Investment Research, Inc. (FAIRFIELD IA)

IA

11/05/2013 - 02/18/2021

CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)

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Licenses & Designations

BC

Issued 07/21/2014

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/05/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ian Andrew Bee.
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