Dennis
Fesser

Cambridge Investment Research Advisors, Inc

CRD#2860308
Investment Advisor
in Sierra Vista, AZ

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About this Advisor

Dennis Fesser is an advisor in Sierra Vista, Arizona. Currently an investment advisor at Cambridge Investment Research Advisors, Inc, Fesser has 12 years of experience in the financial advisory industry. Fesser holds Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Fesser is registered to work with customers in Arizona and Texas. Their career trajectory has included roles at Cambridge Investment Research, Inc and Cambridge Investment Research Advisors, Inc. Cambridge Investment Research Advisors, Inc is located in Sierra Vista, Arizona, and has 1,905 additional locations in the country. Overall, Cambridge Investment Research Advisors, Inc manages $56 billion in assets covering 297,440 accounts and employs more than 2,982 people. The level of assets currently under the firm's management makes it one of the biggest financial advisory firms in the country. The firm manages 268,970 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 10% of the firm's clients are high-net-worth individuals, meaning they have more than $1 million in capital. Cambridge Investment Research Advisors, Inc provides 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 firm's fees may include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

12 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

No

Office Location

333 W Wilcox Dr Ste 201
Sierra Vista, AZ 85635

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$56,158,947,875

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

2,982

AZ Average: 166
Total Number of Accounts

297,440

AZ Average: 7,189
Average Account Size

$188,808

AZ 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

Dennis Fesser Work History

Dennis has 12 years of experience.

2008 - Present (13 years)

Cambridge Investment Research, Inc

2008 - Present (13 years)

Cambridge Investment Research Advisors, Inc

Disclosures

Dennis Fesser has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cambridge Investment Research Advisors, Inc

Jeffrey Vivacqua
Fairfield, IA
Richard Lullo
Houston, TX
Yvonne Loar
Clarksburg, WV
Michael Blanton
Pawleys Island, SC
Jesse Travis
San Antonio, TX
Colin Kosco
Seattle, WA
Michael Olff
Walnut Creek, CA
Britney Hall
Cleveland, OH

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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