Sandra
Cummings

Cambridge Investment Research Advisors, Inc

CRD#2812581
Investment Advisor
in Athens, AL

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About this Advisor

Sandra Cummings is a financial advisor based in Athens, Alabama, working with Cambridge Investment Research Advisors, Inc. Sandra has previously held positions at Cambridge Investment Research Advisors Inc, Cambridge Investment Research Inc, and Sandra Cummings Dba 23Rd Financial. Sandra has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Alabama. Currently, Sandra is part of Cambridge Investment Research Advisors, Inc, which operates out of Athens, Alabama. The firm has 2,192 offices and 3,312 employees. The firm manages assets totaling $87.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Cambridge Investment Research Advisors, Inc includes asset-based, hourly, fixed, commission-based, and other fees.

Certifications and Registrations

Series 63, Series 66

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

Office Location

Athens, AL

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$87,368,733,496

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

3,312

AL Average: 166
Total Number of Accounts

448,526

AL Average: 7,189
Average Account Size

$194,791

AL Average: $1,287,990

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

Sandra Cummings Work History

2014 - Present (10 years)

Cambridge Investment Research Advisors Inc

2014 - Present (10 years)

Cambridge Investment Research Inc

2014 - Present (10 years)

Sandra Cummings Dba 23Rd Financial

Disclosures

Please visit the SEC profile of Sandra Cummings 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

Thomas Foy
Marlton, NJ
Susan Cooper
North Haven, CT
Erskine Wells
Ridgeland, MS
Travis Roth
Fort Collins, CO
Eric Tuller
Williamsport, PA
David Scott
Colleyville, TX
Donald Hartmann
Englewood, CO
Elliott Miller
Wayne, PA

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