Alexandra
Sonnenberg

Cambridge Investment Research Advisors, Inc

CRD#7053801
Investment Advisor
in San Diego, CA

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About this Advisor

Alexandra Sonnenberg is a financial advisor based in San Diego, California, working with Cambridge Investment Research Advisors, Inc. Alexandra has previously held positions at Foresters Financial Services, Maryville University, Tom Ham's Lighthouse, Spike's Fresh Fish Grill and Bar, Lemon Grove Care and Rehabilitation Center, San Diego State University, Cetera Investment Services LLC, Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, and Cambridge Investment Research. Alexandra has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and Idaho. Currently, Alexandra is part of Cambridge Investment Research Advisors, Inc, which operates out of San Diego, California. 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 65

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

5100 Marlborough Drive Suite 200 and 201
San Diego, CA 92116

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$87,368,733,496

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

3,312

CA Average: 166
Total Number of Accounts

448,526

CA Average: 7,189
Average Account Size

$194,791

CA 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

Alexandra Sonnenberg Work History

2020 - Present (4 years)

Cambridge Investment Research Advisors, Inc

2020 - Present (4 years)

Cambridge Investment Research

2019 - Present (5 years)

Cambridge Investment Research, Inc

2019 - 2019 (< 1 year)

Cetera Investment Services LLC

2018 - 2019 (1 year)

Foresters Financial Services

2018 - 2018 (< 1 year)

Maryville University

2016 - 2018 (2 years)

Tom Ham'S Lighthouse

2016 - 2016 (< 1 year)

Lemon Grove Care And Rehabilitation Center

2014 - 2018 (4 years)

Spike'S Fresh Fish Grill And Bar

2011 - 2015 (4 years)

San Diego State University

Disclosures

Please visit the SEC profile of Alexandra Sonnenberg 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

Brittni Snyder Borri
Greenville, IL
Alyssa Adams
Grand Junction, CO
Madison Scarpelli
Rochester, MI
Jin Wang
Deerfield, IL
Tyler Quinn
Camp Hill, PA
Anne Bird
Dothan, AL
Jared Hollander
Massena, NY
Isak Larson
Ramsey, MN

The content in this profile was updated by SmartAsset on 6/19/2024. 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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