Chief Executive Officer, Secretary, Director · Cambridge Investment Research Advisors, Inc.
Amy L. Webber
CRD 1812670 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Cambridge Investment Research Advisors, Inc., an SEC-registered wealth manager based in Fairfield, IA with $138.7 billion in regulatory assets, lists Amy L. Webber on its Form ADV as Chief Executive Officer, Secretary, Director, a control person. The SEC filings also name Amy at 1 other registered adviser.
Firms and roles
- Cambridge Investment Research Advisors, Inc.Chief Executive Officer, Secretary, DirectorWealth manager · Fairfield, IA · $139B in regulatory assets
- Bridgeport Financial SolutionsManagerWealth manager · Phoenix, AZ · $1.0B in regulatory assets
AtlasMembers
Amy’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (10)
- Colleen M. BellPresident, Innovation and Experience, Director, Cambridge Investment Research Advisors, Inc.
- Jeffrey F. VivacquaPresident, Growth and Development, Director, Cambridge Investment Research Advisors, Inc.
- Seth A. MillerPresident, Advocacy and Administration, General Counsel, Director, Cambridge Investment Research Advisors, Inc.
- Andrea L. ShaferSenior Vice President, Chief Supervision Officer, Cambridge Investment Research Advisors, Inc.
- Carla J. StoneFirst Vice President, Finance/chief Accounting Officer, Cambridge Investment Research Advisors, Inc.
5 more people named with Amy on the same filings, with titles and firms. Free in Atlas with a free account.
See all 10 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Amy’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.