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Julia Marie Davis

Cambridge Investment Research, Inc.

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About Julia Marie Davis

Julia Marie Davis is a financial advisor with Cambridge Investment Research, Inc. She is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 99TO and SIE licenses. Julia has been in the financial services industry for over 2 years. Her current registration began on October 20, 2023.

Firm Information

Julia Davis 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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Julia Davis’s Registration & Firm History

IA

10/20/2023 - Present

Cambridge Investment Research, Inc. (FAIRFIELD IA)

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Licenses & Designations

BC

Issued 10/20/2023

Series 99TO - Operations Professional Examination

BC

Issued 08/10/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Julia Marie Davis.
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