Unclaimed
Luke Aduddell is a financial advisor with Cambridge Investment Research Advisors, Inc. Luke has been in the financial services industry since 2024. Luke is registered with the state of Iowa and Texas. Luke holds the Series 7TO, SIE, and Series 66 licenses. Cambridge Investment Research Advisors, Inc. is a large independent broker-dealer and registered investment advisor headquartered in Fairfield, Iowa. The firm provides a wide range of financial products and services to individual and institutional clients. Cambridge Investment Research Advisors, Inc. is committed to providing its clients with personalized financial advice and solutions.
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
10/22/2024 - Present
Cambridge Investment Research Advisors, Inc. (West Des Moines IA)
BOTH
Issued 04/25/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/22/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/25/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Luke Aduddell is the right advisor for you? Invested Better is here to help.