Financial ADVSR advisor directory · SEC adviser records
Cambridge Investment Research Advisors, Inc. financial advisors in Plainview, NY
Every SEC-registered investment adviser representative at a Cambridge Investment Research Advisors, Inc. office in Plainview, A to Z.
The short answer
6 registered advisors work at Cambridge Investment Research Advisors, Inc. in Plainview, out of 3,549 at the firm nationwide; it ranks number 3 in the city by advisors. 2 list the CFP designation and 5 are also registered broker representatives.
Cambridge Investment Research Advisors, Inc. advisors in Plainview, A to Z
Every Cambridge Investment Research Advisors, Inc. advisor →- Todd H. GlennAlso a broker rep
- Daniel J. GopenAlso a broker rep
- Mark B. LevitchAlso a broker rep
- James TaskaInvestment adviser rep
- Bryan TrugmanCertified Financial Planner · Also a broker rep
- Jeffrey M. TrugmanCertified 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 Plainview
All Plainview advisors →Strategic Advisers LLC 23J.P. Morgan Securities LLC 7B. Riley Wealth Advisors, Inc. 4Citigroup Global Markets Inc. 4Osaic Wealth, Inc. 3
Questions
How many financial advisors does Cambridge Investment Research Advisors, Inc. have in Plainview?
6 investment adviser representatives are registered at Cambridge Investment Research Advisors, Inc. offices in Plainview, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 3,549 nationwide. 2 list the CFP designation and 5 are also registered as broker representatives.
Is Cambridge Investment Research Advisors, Inc. one of the largest advisor employers in Plainview?
Cambridge Investment Research Advisors, Inc. ranks number 3 in Plainview by registered advisors; Strategic Advisers LLC has the most, with 23.
How do I check a Cambridge Investment Research Advisors, Inc. advisor in Plainview?
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.