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Portfolio Management for Investment Companies Advisors
5,918 Results
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Ocean Park, MD

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Andrea Hastings has been a financial advisor for over 25 years. Andrea is currently registered with Cambridge Investment Research Advisors, Inc. and has been with them since 2017. Andrea has a wide range of experience in the financial industry, having previously worked with National Planning Corporation, Medallion Investment Services, Inc. and Securities Service Network, Inc.. Andrea is also a registered representative with FINRA.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Las Vegas, NV

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Andrea Butler is a Registered Representative with Cambridge Investment Research Advisors, Inc.. Andrea is also a Registered Investment Advisor with the firm. Andrea has been in the securities industry since July 15, 2013. Andrea has held previous positions with Securities America, Inc. and Ameriprise Financial Services, Inc.. Andrea has a Series 66 license and a Series 7 license. Andrea is registered in Alabama, Arizona, California, Colorado, Florida, Hawaii, Nevada, New Jersey, Texas, Utah, and Washington. Andrea's firm Cambridge Investment Research Advisors, Inc. has a total of 448,526 client accounts and has an approximate regulatory assets under management of $87,368,733,496.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

FAIRFIELD, IA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Andrea Lynn Shafer is an investment advisor representative with Cambridge Investment Research Advisors, Inc. Andrea has been in the financial industry since February 19, 2009. Andrea holds a Series 7, Series 24, Series 66 and Series 99TO licenses. Andrea has a specialization in providing financial planning, portfolio management for businesses, and portfolio management for individuals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Miami, FL

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Andres Gomez is a financial advisor at Cambridge Investment Research Advisors, Inc. Andres has been working in the financial industry since May 26, 2013, and is registered with the state of Florida as an Investment Advisor Representative. Andres has a Series 6, Series 63, and Series 65 license, and is also registered with the state of Texas as an Investment Advisor Representative. The advisor works with a wide range of clients, including individuals, families, businesses, and retirement plans. Andres' specializations include financial planning, retirement planning, investment management, and insurance.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Atcap Partners, LLC

location

South Norwalk, CT

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Andrew P. Massaro is a financial advisor with Atcap Partners, LLC. Andrew has been in the financial industry since 2016 and is registered with the state of Connecticut. Andrew's current employment with Atcap Partners, LLC started in August 2022. Andrew holds the Series 7, Series 63, and Series 65 licenses as well as the SIE designation. Andrew's previous employment was with National Securities Corporation. Andrew is currently registered as a registered representative and investment advisor representative. Atcap Partners, LLC provides financial advice and portfolio management services to individuals and businesses.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

GWN Securities Inc.

location

SOUTH JORDAN, UT

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Andrew Davitt is a registered representative with GWN Securities Inc. Andrew has been in the financial services industry since December 8, 2023, and specializes in financial planning, market timing services, and selection of other advisors. Andrew is located at 1268 WEST SOUTH JORDAN PARKWAY, STE. 201, SOUTH JORDAN, UT, 84095. Andrew is also registered with FINRA, but has no state or IA registrations.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Bucyrus, OH

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Andrew Schoch has been in the financial services industry since February 2000 and is currently registered with Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. in Ohio. Andrew is also registered in Florida. He has experience in portfolio management for individuals and businesses, financial planning, and pension consulting. Andrew is dedicated to providing his clients with personalized financial advice and guidance.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Hendersonville, TN

experience

37 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Andrew Bolt is a financial advisor registered with Cambridge Investment Research Advisors, Inc. Andrew has been in the financial services industry since 1987 and has experience working with clients of all ages. Andrew holds a Series 7, Series 6, Series 22, and Series 63 license and is a Registered Representative. Andrew offers a variety of financial services, including financial planning, retirement planning, insurance products, and investment management. Andrew is committed to providing his clients with personalized financial advice and guidance.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc. | CFP ® (Certifications)

location

Longmeadow, MA

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Andrew Bauer is a financial advisor with over 28 years of experience in the industry. Andrew has a wide range of experience, having worked with firms such as Commonwealth Financial Network, VOYA Financial Advisors, Inc., ING Financial Advisors, LLC, Financial Network Investment Corporation, Aetna Financial Services, Inc., and Aetna Investment Services, Inc. Andrew is currently registered with Cambridge Investment Research Advisors, Inc. and holds several licenses and certifications, including Series 6, 7, 63, and 65. He is also a Certified Financial Planner. Andrew specializes in providing financial planning services to individuals, businesses, and retirement plans.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Belmont, CA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Andrew Freeman is a registered investment advisor representative with Cambridge Investment Research Advisors, Inc. Andrew has been in the industry since 2016 and is licensed in California and Oregon. Andrew has a Series 7 and Series 66 license and is also a Registered Investment Advisor. Andrew's professional experience includes roles at Participant Media and Cambridge Investment Research Advisors, Inc.. Andrew provides financial planning, pension consulting and portfolio management services to individuals, businesses, and charitable organizations.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services

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