Financial ADVSR advisor directory · SEC adviser records
Cambridge Investment Research Advisors, Inc. financial advisors in Charlotte, NC
Every SEC-registered investment adviser representative at a Cambridge Investment Research Advisors, Inc. office in Charlotte, A to Z.
The short answer
19 registered advisors work at Cambridge Investment Research Advisors, Inc. in Charlotte, out of 3,548 at the firm nationwide; it ranks number 36 in the city by advisors. 3 list the CFP designation and 16 are also registered broker representatives.
Cambridge Investment Research Advisors, Inc. advisors in Charlotte, A to Z
Every Cambridge Investment Research Advisors, Inc. advisor →- Jason M. BakerAlso a broker rep
- Larry A. BowmanAlso a broker rep
- Brian E. ChapmanAlso a broker rep
- Cameron J. ChapmanAlso a broker rep
- Ryan A. ColatrellaAlso a broker rep
- Kenneth A. CullipherAlso a broker rep
- Reginald B. DeesCertified Financial Planner · Also a broker rep
- Jason DockeryInvestment adviser rep
- James C. EllisonInvestment adviser rep
- Timothy G. HausmannCertified Financial Planner · Also a broker rep
- Donald B. IrwinAlso a broker rep
- Jean R. Metayer Jr.Also a broker rep
- Carl S. MyersAlso a broker rep
- Gloria A. PottsAlso a broker rep
- Steven C. SovdeAlso a broker rep
- Dominique G. VercaemertAlso a broker rep
- Kevin C. WalshAlso a broker rep
- Diane WillisCertified Financial Planner · Also a broker rep
- Amy C. WlodykaInvestment adviser 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 88Cincinnati, OH 44Wichita, KS 32Bradenton, FL 30Houston, TX 26Des Moines, IA 23Virginia Beach, VA 23Phoenix, AZ 20Omaha, NE 19Pittsburgh, PA 19Chicago, IL 17Overland Park, KS 17Farmington Hills, MI 16Fort Collins, CO 16Marietta, GA 16
Other firms in Charlotte
All Charlotte advisors →Vanguard Advisers, Inc. 641Merrill Lynch, Pierce, Fenner & Smith Incorporated 434Wells Fargo Clearing Services, LLC 395Tiaa-Cref Individual & Institutional Services, LLC 321UBS Financial Services Inc. 147Truist Advisory Services, Inc. 118LPL Financial LLC 107Ameriprise Financial Services, LLC 102Morgan Stanley 95Strategic Advisers LLC 82Ip Financial Advisory Services LLC 66Principal Advised Services 66
Questions
How many financial advisors does Cambridge Investment Research Advisors, Inc. have in Charlotte?
19 investment adviser representatives are registered at Cambridge Investment Research Advisors, Inc. offices in Charlotte, North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 3,548 nationwide. 3 list the CFP designation and 16 are also registered as broker representatives.
Is Cambridge Investment Research Advisors, Inc. one of the largest advisor employers in Charlotte?
Cambridge Investment Research Advisors, Inc. ranks number 36 in Charlotte by registered advisors; Vanguard Advisers, Inc. has the most, with 641.
How do I check a Cambridge Investment Research Advisors, Inc. advisor in Charlotte?
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.