Financial ADVSR advisor directory · SEC adviser records
Cambridge Investment Research Advisors, Inc. financial advisors in Westlake Village, CA
Every SEC-registered investment adviser representative at a Cambridge Investment Research Advisors, Inc. office in Westlake Village, A to Z.
The short answer
4 registered advisors work at Cambridge Investment Research Advisors, Inc. in Westlake Village, out of 3,549 at the firm nationwide; it ranks number 21 in the city by advisors. 1 list the CFP designation and 4 are also registered broker representatives.
Cambridge Investment Research Advisors, Inc. advisors in Westlake Village, A to Z
Every Cambridge Investment Research Advisors, Inc. advisor →- Sean M. FitzpatrickChartered Financial Consultant · Also a broker rep
- Kristen J. HafnerAlso a broker rep
- Johanna B. LeeAlso a broker rep
- Stephen T. MinihanCertified Financial Planner · Also a broker rep
Cambridge Investment Research Advisors, Inc. advisors in every city and state →Cambridge Investment Research Advisors, Inc.: assets, clients and custodians →Cambridge news and advisor moves →Advisor Moves: who changed firms this week →
Cambridge Investment Research Advisors, Inc. advisors in other cities
Fairfield, IA 101Cincinnati, OH 44Wichita, KS 31Bradenton, FL 29Charlotte, NC 24Des Moines, IA 24Houston, TX 24Phoenix, AZ 21Omaha, NE 20Virginia Beach, VA 20Pittsburgh, PA 19Overland Park, KS 18Farmington Hills, MI 16Fort Collins, CO 16Richmond, VA 16
Other firms in Westlake Village
All Westlake Village advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 61Morgan Stanley 56LPL Financial LLC 55Wells Fargo Clearing Services, LLC 49One Capital Management, LLC 39J.P. Morgan Securities LLC 34Wells Fargo Advisors Financial Network, LLC 31Ameriprise Financial Services, LLC 26UBS Financial Services Inc. 23Osaic Wealth, Inc. 17Alliance Advisory & Securities, LLC 15Stifel, Nicolaus & Company, Incorporated 12
Questions
How many financial advisors does Cambridge Investment Research Advisors, Inc. have in Westlake Village?
4 investment adviser representatives are registered at Cambridge Investment Research Advisors, Inc. offices in Westlake Village, California, according to the SEC's Investment Adviser Public Disclosure records, out of 3,549 nationwide. 1 list the CFP designation and 4 are also registered as broker representatives.
Is Cambridge Investment Research Advisors, Inc. one of the largest advisor employers in Westlake Village?
Cambridge Investment Research Advisors, Inc. ranks number 21 in Westlake Village by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 61.
How do I check a Cambridge Investment Research Advisors, Inc. advisor in Westlake Village?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Cambridge Investment Research Advisors, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.