Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Gleichowski is a registered representative with Cambridge Investment Research Advisors, Inc. James Gleichowski has been in the industry since October 2012. James Gleichowski is registered in Florida and has passed the Uniform Investment Adviser Law Examination. Cambridge Investment Research Advisors, Inc. provides financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, portfolio management for businesses and individuals. The firm has approximately 71763 clients and has an approximate amount of $87,368,733,496 in regulatory assets under management. The firm's main office is located at 1776 Pleasant Plain Rd. in Fairfield, IA.
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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FL
12/05/2024 - Present
Cambridge Investment Research Advisors, Inc. (Clearwater FL)
Active
Inactive
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