Christopher
Mcdonald
Cambridge Investment Research Advisors, Inc
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About this Advisor
Christopher Mcdonald is a financial advisor based in Ventura, California, working with Cambridge Investment Research Advisors, Inc. Christopher has previously held positions at Cambridge Investment Research Inc, Comcast & Subsidiary Nbcuniversal, Saxco International, LLC, Blackbird Vineyards, Penrose Hill LLC, Christopher Ray Mcdonald Dba Mcdonald & Associates, Cambridge Investment Research Advisors, Inc, Christopher Ray Mcdonald Dba Napa Valley Consulting, All About Speech Therapy, and The Renaissance Group. Christopher has passed the Series 66 and Series 65 regulatory exams and is registered to provide services in California. Currently, Christopher is part of Cambridge Investment Research Advisors, Inc, which operates out of Ventura, 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
Christopher Mcdonald Work History
Cambridge Investment Research Advisors, Inc
Christopher Ray Mcdonald Dba Napa Valley Consulting
All About Speech Therapy
The Renaissance Group
Cambridge Investment Research Inc
Christopher Ray Mcdonald Dba Mcdonald & Associates
Cambridge Investment Research Inc
Penrose Hill LLC
Blackbird Vineyards
Saxco International, LLC
Comcast & Subsidiary Nbcuniversal
Disclosures
Please visit the SEC profile of Christopher Mcdonald 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
Greenville, IL
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Rochester, MI
Deerfield, IL
Camp Hill, PA
Dothan, AL
Massena, NY
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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