Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jody? Claim Your ProfileJody Totton is a financial advisor with Cambridge Investment Research Advisors, Inc. located in Fairfield, Iowa. Jody has been in the financial services industry since June 17, 2011. Jody has experience in providing financial advice to individuals, businesses and retirement plans. Jody has a Series 66 license and is registered with the state of Iowa. Cambridge Investment Research Advisors, Inc. is a registered investment advisor that provides a variety of financial services, including financial planning, portfolio management, and retirement planning. The firm's main office is located in Fairfield, Iowa.
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
IA
03/10/2015 - Present
Cambridge Investment Research Advisors, Inc. (FAIRFIELD IA)
IL
01/02/2014 - 07/31/2014
PORTFOLIO BROKERAGE SERVICES, INC. (CHICAGO IL)
MN
08/10/2010 - 10/01/2013
RBC CAPITAL MARKETS, LLC (MINNEAPOLIS MN)
BOTH
Issued 12/06/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/19/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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