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Steven Lewis Stillman

Cambridge Investment Research Advisors, Inc.

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About Steven Lewis Stillman

Steven Lewis Stillman is a Registered Representative with Cambridge Investment Research Advisors, Inc. Steven joined Cambridge in 2011. Steven also serves as a Registered Representative for Axius Advisors LLC. Steven has been in the securities industry since 1991. Steven holds licenses Series 6, 7, and 63. Steven has prior experience with PlanMember Securities Corporation, Spectrum Capital, Inc., FSC Securities Corporation, Vestax Securities Corporation, New England Securities, MetLife Securities Inc., and Metropolitan Life Insurance Company. Steven is active in Florida, Illinois, Kansas, Missouri, Tennessee, and Texas.

Firm Information

Steven Stillman 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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Steven Stillman’s Registration & Firm History

MO

08/29/2016 - Present

Cambridge Investment Research Advisors, Inc. (Saint Charles MO)

MO

08/27/2008 - 04/04/2011

PLANMEMBER SECURITIES CORPORATION (ST PETERS MO)

MO

04/26/2006 - 08/06/2008

SPECTRUM CAPITAL, INC. (ST. PETERS MO)

MO

12/01/2003 - 05/02/2006

FSC SECURITIES CORPORATION (ST. PETERS MO)

OH

05/25/2001 - 12/12/2003

VESTAX SECURITIES CORPORATION (HUDSON OH)

NY

07/03/1997 - 05/25/2001

NEW ENGLAND SECURITIES (NEW YORK NY)

MA

02/25/1991 - 07/03/1997

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

02/25/1991 - 07/03/1997

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

BC

Issued 03/08/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/08/2001

Series 7 - General Securities Representative Examination

BC

Issued 02/22/1991

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Steven Lewis Stillman.
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