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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joan? Claim Your ProfileJoan Halfaker is an Investment Advisor Representative with Cambridge Investment Research Advisors, Inc. and Bridgeport Financial Solutions. Joan has been in the financial industry since 2000 and has a Series 7, Series 63, and Series 65 license. Joan holds the Certified Financial Planner designation. Joan has worked for Cambridge Investment Research, Inc. since 2006, first in Fairfield, IA, and later in Tampa, FL. Joan is a Vice Chair of the Advisory Committee for Social Venture Partners of Tampa Bay.
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
NC
09/17/2021 - Present
Cambridge Investment Research Advisors, Inc. (Waynesville NC)
FL
06/20/2006 - 12/31/2019
CAMBRIDGE INVESTMENT RESEARCH, INC. (TAMPA FL)
IA
02/24/2004 - 07/14/2004
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
IA
06/09/2000 - 03/04/2002
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
BC
Issued 06/12/2014
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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