Joseph
Lomax
Cambridge Investment Research Advisors, Inc
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About this Advisor
Joseph Lomax is a financial advisor operating in Mobile, Alabama with 3 years of relevant experience. Lomax is an advisor for Cambridge Investment Research Advisors, Inc. The advisor has gained experience at Ing Financial Partners, Inc, C Square Wealth Strategies, Voya Financial Advisors, Cambridge Investment Research, Inc and Cambridge Investment Research Advisors, Inc. Lomax has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can work in Alabama. Cambridge Investment Research Advisors, Inc is a registered investment company that has its headquarters in Fairfield, IA. The firm has offices in 2,023 locations and a total of 3,352 advisors. It handles $82 billion in assets under management among its 461,370 customer accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm provides financial advisory services to six charitable organizations. Of its 461,370 customer accounts, just 10% are held by high-net-worth clients who have greater than $1 million in assets. Cambridge Investment Research Advisors, Inc has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, market timing services and educational seminars. Fees charged by financial advisors typically depend on which services the firm provides the client. However, fees charged by Cambridge Investment Research Advisors, Inc most likely include asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cambridge Investment Research Advisors, Inc Brokerage Details
$82,427,818,654
3,352
461,370
$178,659
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Market timing services
- Educational seminars/workshops
Joseph Lomax Work History
Joseph has been registered as a financial advisor for 3 years.*
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
C Square Wealth Strategies
Voya Financial Advisors
Ing Financial Partners, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joseph Lomax to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cambridge Investment Research Advisors, Inc
Tolland, CT
Salt Lake City, UT
Kennesaw, GA
Fairfield, IA
Roanoke, TX
Staten Island, NY
Brentwood, TN
Fairfield, IA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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