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Ryan C Barker

Cambridge Investment Research Advisors, Inc.

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About Ryan C Barker

Ryan Barker is an investment advisor representative with Cambridge Investment Research Advisors, Inc. Ryan has been in the financial services industry for 12 years and has a Series 7, 63, and 66 license. Ryan is a Registered Investment Advisor (RIA) with a specialization in financial planning and portfolio management for individuals and businesses. Ryan also provides educational seminars. Ryan's previous employers include Charles Schwab & Co., Inc., National Planning Corporation, and Commonwealth Financial Network.

Firm Information

Ryan Barker 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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Ryan Barker’s Registration & Firm History

CO

06/04/2020 - Present

Cambridge Investment Research Advisors, Inc. (Colorado Springs CO)

CO

05/07/2013 - 06/20/2017

CHARLES SCHWAB & CO., INC. (COLORADO SPRINGS CO)

TX

08/06/2012 - 04/19/2013

NATIONAL PLANNING CORPORATION (SHERMAN TX)

TX

06/08/2009 - 08/06/2012

COMMONWEALTH FINANCIAL NETWORK (SHERMAN TX)

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Licenses & Designations

BC

Issued 10/02/2020

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 09/22/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/16/2021

Series 7TO - General Securities Representative Examination

BC

Issued 06/20/2017

SIE - Securities Industry Essentials Examination

BC

Issued 06/07/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Ryan C Barker. Review regulatory record here.
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