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Ronald Gerard Przewlocki

Cambridge Investment Research Advisors, Inc.

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About Ronald Gerard Przewlocki

Ronald Gerard Przewlocki is an Investment Advisor Representative for Cambridge Investment Research Advisors, Inc., a firm with offices in Fairfield, Iowa. Ronald has been in the financial industry since June 6, 1984, and is currently registered in Arizona and Texas. Ronald has a variety of professional designations and experience, including Series 6, 26, 63, and 65 licenses.

Firm Information

Ronald Przewlocki 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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Ronald Przewlocki’s Registration & Firm History

AZ

02/05/2025 - Present

Cambridge Investment Research Advisors, Inc. (TEMPE AZ)

FL

01/01/1994 - 03/26/2004

LEGEND EQUITIES CORPORATION (PALM BEACH GARDENS FL)

FL

03/12/1990 - 01/01/1994

LEGEND CAPITAL CORPORATION (PALM BEACH GARDENS FL)

CO

07/21/1989 - 03/14/1990

BENEFITSCORP EQUITIES, INC. (GREENWOOD VILLAGE CO)

NY

09/13/1988 - 08/17/1989

EQUICO SECURITIES, INC. (NEW YORK NY)

NY

09/13/1988 - 08/17/1989

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

NA

07/29/1988 - 01/01/1989

LINCOLN FINANCIAL ADVISORS CORPORATION

NA

07/29/1988 - 01/01/1989

LINCOLN NATIONAL PENSION INSURANCE COMPANY

NA

07/29/1988 - 01/01/1989

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

NA

06/05/1984 - 08/15/1988

H. C. COPELAND AND ASSOCIATES EQUITIES, INC.

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Licenses & Designations

IA

Issued 11/09/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/30/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/28/1993

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/01/1984

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ronald Gerard Przewlocki.
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