Cambridge Investment Research Advisors

    
User TypeAdvisor
Entity NameCambridge Investment Research Advisors
Member since05/14/2015
SEC Registration #5628308
Minimum Invetsment Required0.0
Assets Under Managment0.0

Summary

In a profession based on objective advice, true independence offers many choices intended to benefit our clients. The choice of an independent financial professional is the first step in getting unbiased recommendations and impartial guidance based directly on personal needs and goals.

Tax Strategies and Planning | Portfolio Management | Risk Management and Asset Protection | Charitable Giving | Estate Planning and Wealth Transfer

Executives | Closely Held Business Owners | Retirement


Cambridge Investment Research, Inc. | 3958 Wilcoxson Drive | Fairfax, VA 22031-3707 | USA

T +1 703 349 3273 | M +1 571 721 9920 | F +1 703 349 3273

Registered Representative, securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Investment Adviser Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser.

Contact Details

 
LocationFairfax, Virginia
Address3958 Wilcoxson Drive
Postal Code22031
CountryUnited States
Phone(703) 349-3273
Fax(703) 349-3273
Web Sitehttp://www.atlanticfg.com/

Fee Structure

$250,000 to $499,999 | 1.30%

$500,000 to $749,999 | 1.25%

$750,000 to $1,249,999 | 1.20%

Over $1,249,999 | 1%

Sign In to check out Cambridge-Investment-Research-Advisors and other financial advisors in the area. As a registered user you will also get following benefit from Macroaxis membership:
Aggregate all your portfolios
 One of the best portfolio management and performance monitoring solution on fintech Internet
Benchmark your performance against other investors
 Easy to use portfolio optimization tools which money managers have used for years
Assemble, optimize and rebalance
 Know your risk and identify high volatility, low return stocks in your portfolio
Get Started With Macroaxis
Financial advisors use their knowledge of investments, tax laws, and insurance to recommend financial options to individuals. The SEC typically regulates investment advisers that have assets under management in excess of $25,000,000. Investment advisers that do not meet this threshold generally are regulated by the states. The SEC registers IA firms but does not separately register individual representatives of IA firms. The states register IA firms, and many separately register individual investment adviser representatives. Currently, you can only search for IA firms on this website. In the future, this website also will provide the ability to search for individual investment adviser representatives. In 1996 Congress amended the Investment Advisers Act of 1940 to require that the SEC establish a readily accessible electronic process to respond to public inquiries about investment advisers and their disciplinary information. The SEC created this website to satisfy Congress? mandate.

Refer to the following references to for additional information before selecting your Financial Advisor

IARD  Investment Adviser Registration Depository  Investment Adviser Registration Depository
Investment Adviser Search  Search for an Investment Adviser Firm  Search for an Investment Adviser Firm
U.S. Department of Labor: Financial Advisors  Bureau of Labor Statistics  Bureau of Labor Statistics: Financial Advisors
FINRA  Financial Industry Regulatory Authority  Financial Industry Regulatory Authority
AAFM  American Academy of Financial Management  American Academy of Financial Management
CFP  Certified Financial Planner Board of Standards  Certified Financial Planner Board of Standards
FPA  Financial Planning Association  Financial Planning Association

Opportunities

Explore Investment Opportunities
Build portfolios using Macroaxis predefined set of investing ideas. Many of Macroaxis investing ideas can easily outperform a given market. Ideas can also be optimized per your risk profile before portfolio origination is invoked.
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Fix All your Portfolios

Align your risk and return expectations
Fix your portfolio
By capturing your risk tolerance and investment horizon Macroaxis technology of instant portfolio optimization will compute exactly how much risk is acceptable for your desired return expectations