Amita
Desai
Cambridge Investment Research Advisors, Inc
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About this Advisor
Amita Desai is a financial advisor based in Newport Beach, California, working with Cambridge Investment Research Advisors, Inc. Amita has previously held positions at Cambridge Investment Research, Inc and Cambridge Investment Research Advisors, Inc. Amita has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and Texas. Currently, Amita is part of Cambridge Investment Research Advisors, Inc, which operates out of Newport Beach, 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
Services Offered
Fee Structure
Office Location
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Cambridge Investment Research Advisors, Inc Brokerage Details
$87,368,733,496
3,312
448,526
$194,791
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
Amita Desai Work History
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
Disclosures
Please visit the SEC profile of Amita Desai to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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