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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn David james Lapham is a financial advisor registered with Cambridge Investment Research Advisors, Inc. John has been in the industry since 2005 and has worked at two firms. John is registered in 14 states and has passed Series 63, 66, 7, and the SIE Exam. John provides a variety of financial services to individuals, businesses, pension and profit-sharing plans, charitable organizations, and state or municipal government entities. John’s current firm, Cambridge Investment Research Advisors, Inc., is a registered investment advisor with offices in Fairfield, Iowa. The firm has over 3,000 employees and manages approximately $87 billion in assets.
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
MI
03/04/2010 - Present
Cambridge Investment Research Advisors, Inc. (Tecumseh MI)
MI
01/25/2005 - 08/25/2008
MULTI-FINANCIAL SECURITIES CORPORATION (TECUMSEH MI)
BOTH
Issued 06/02/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/25/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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