Milissa
Guitterrez

Cambridge Investment Research Advisors, Inc

CRD#3022758
Investment Advisor
in Fairhope, AL

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About this Advisor

Milissa Guitterrez is a financial advisor operating in Fairhope, Alabama, with 13 years of work experience. Guitterrez is an advisor for Cambridge Investment Research Advisors, Inc. Over the course of their career, Guitterrez has held roles at Nationwide Investment Services Corporation, Cambridge Investment Research Advisors, Inc, Cambridge Investment Research Inc and Peak Alkalinity LLC. Guitterrez maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can serve investors in Louisiana. Cambridge Investment Research Advisors, Inc is a registered investment company that has its headquarters in Fairhope, Alabama. The company has offices in 1,905 locations and a total of 2,982 people on staff. It has $56 billion in assets under management among its 297,440 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm serves five charities and foundations. Of its 297,440 customer accounts, just 10% are associated with high-net-worth investors who have greater than $1 million in investable assets. The business offers a wide range 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. A financial advisor's fee schedules usually depend on which services are offered. Fee types charged by Cambridge Investment Research Advisors, Inc can consist of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

13 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

Yes

Office Location

354 S Summit St
Fairhope, AL 36532

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$56,158,947,875

AL Average: $9,259,360,772
Total Number of Employees

2,982

AL Average: 166
Total Number of Accounts

297,440

AL Average: 7,189
Average Account Size

$188,808

AL Average: $1,287,990

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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

Milissa Guitterrez Work History

Milissa has 13 years of experience.

2018 - Present (3 years)

Cambridge Investment Research Advisors, Inc

2018 - Present (3 years)

Cambridge Investment Research Inc

2017 - 2018 (1 year)

Peak Alkalinity LLC

2007 - 2017 (10 years)

Nationwide Investment Services Corporation

Disclosures

Milissa Guitterrez has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cambridge Investment Research Advisors, Inc

Joseph Cooper
Harrisburg, PA
Adam Bray
Columbus, OH
Norman Wright
Winter Garden, FL
Angela Kuno
Austin, TX
Jennith Hassenfritz
Fairfield, IA
Andrew Flattery
North Kansas City, MO
Melissa Miller
Charlotte, NC
Diony Concepcion
Norwalk, CT

This content was compiled from the SEC and FINRA.

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