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Meharena Yikalo Tukabo

Cambridge Investment Research Advisors, Inc.

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About Meharena Yikalo Tukabo

Meharena Tukabo is a financial professional with over 20 years of experience in the industry. Meharena is currently registered with Cambridge Investment Research Advisors, Inc. in Texas and is a Registered Representative. Prior to joining Cambridge Investment Research, Meharena has been with Ameritas Investment Corp., CCF Investments, Inc., The Leaders Group, Inc. and PFS Investments Inc. Meharena has a broad range of experience and specializes in portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars. Meharena is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

Meharena Tukabo is currently registered with Cambridge Investment Research Advisors, Inc.. Cambridge Investment Research Advisors, Inc. is an investment advisor with over 3,000 licensed agents and registered representatives. Based in Fairfield, Iowa, the firm provides a range of advisory services including financial planning, pension consulting, educational seminars, and market timing services. Their client base encompasses high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, and state or municipal government entities. The firm manages approximately $87.37 billion in assets under management.
Cambridge Investment Research Advisors, Inc.

1776 PLEASANT PLAIN RD.

FAIRFIELD, IA 52556-8757

$87.37B

Assets Under Management

71,763

Total Clients

3,513

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitation fees from 3rd party money managers

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Meharena Tukabo’s Registration & Firm History

TX

03/01/2019 - Present

Cambridge Investment Research Advisors, Inc. (Houston TX)

NE

06/21/2017 - 03/11/2019

AMERITAS INVESTMENT CORP. (LINCOLN NE)

GA

01/04/2006 - 06/21/2017

CCF INVESTMENTS, INC. (GREENSBORO GA)

CO

03/08/2001 - 12/31/2005

THE LEADERS GROUP, INC. (LITTLETON CO)

GA

02/28/1997 - 03/01/2001

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 12/13/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/10/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/27/2001

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 09/19/2020

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/10/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Meharena Yikalo Tukabo.
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