Financial ADVSR advisor directory · SEC adviser records
Cambridge Investment Research Advisors, Inc. financial advisors in Portland, ME
Every SEC-registered investment adviser representative at a Cambridge Investment Research Advisors, Inc. office in Portland, A to Z.
The short answer
2 registered advisors work at Cambridge Investment Research Advisors, Inc. in Portland, out of 3,549 at the firm nationwide; it ranks number 24 in the city by advisors. 2 list the CFP designation and 2 are also registered broker representatives.
Cambridge Investment Research Advisors, Inc. advisors in Portland, A to Z
Every Cambridge Investment Research Advisors, Inc. advisor →- Jonathan M. KoperniakCertified Financial Planner · Also a broker rep
- Gary R. SmithCertified Financial Planner, Chartered Financial Consultant · 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 Portland
All Portland advisors →Morgan Stanley 39UBS Financial Services Inc. 32Strategic Advisers LLC 28Ameriprise Financial Services, LLC 22R M Davis Inc. 20Merrill Lynch, Pierce, Fenner & Smith Incorporated 16RBC Capital Markets, LLC 16Corient 13Raymond James & Associates, Inc. 13Td Private Client Wealth LLC 11Old Port Advisors 10Portland Global Advisors LLC 10
Questions
How many financial advisors does Cambridge Investment Research Advisors, Inc. have in Portland?
2 investment adviser representatives are registered at Cambridge Investment Research Advisors, Inc. offices in Portland, Maine, according to the SEC's Investment Adviser Public Disclosure records, out of 3,549 nationwide. 2 list the CFP designation and 2 are also registered as broker representatives.
Is Cambridge Investment Research Advisors, Inc. one of the largest advisor employers in Portland?
Cambridge Investment Research Advisors, Inc. ranks number 24 in Portland by registered advisors; Morgan Stanley has the most, with 39.
How do I check a Cambridge Investment Research Advisors, Inc. advisor in Portland?
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.