Marc
Bacsafra

Cambridge Investment Research Advisors, Inc

CRD#5644413
Investment Advisor
in Sacramento, CA
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About this Advisor

Marc Bacsafra is a certified financial planner in Sacramento, California. Currently a registered financial advisor with Cambridge Investment Research Advisors, Inc, they have accumulated 19 years of experience as a financial advisor. Bacsafra maintains Series 63 and Series 66 licenses, which designate them as a securities broker. Bacsafra is able to advise customers based out of California and Texas. Throughout their career, Bacsafra has worked at Securities America, Inc, Siemens Healthcare Diagnostics, University Of California, Davis, Securities America Advisors, Inc, Cambridge Investment Research, Inc and Cambridge Investment Research Advisors, Inc. Cambridge Investment Research Advisors, Inc is headquartered in Sacramento, California, and operates out of 1,728 additional locations in the nation. As a registered investment firm, Cambridge Investment Research Advisors, Inc manages $40 billion in assets throughout 225,374 accounts and employs more than 2,672 people. The firm's total assets under management places it among the largest firms in the United States. The firm manages 196,087 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 7% of the advisory firm's investors are high-net-worth individuals, meaning they have over $1 million in capital. Cambridge Investment Research Advisors, Inc offers 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 66, Certified Financial Planner

Years of Experience

19 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

1451 River Park Drive Suite 142
Sacramento, CA 95815

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$44,327,336,213

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

2,857

CA Average: 166
Total Number of Accounts

276,236

CA Average: 7,189
Average Account Size

$160,469

CA 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

Marc Bacsafra Work History

Marc has 19 years of experience.

2013 - Present (6 years)

Cambridge Investment Research, Inc

2013 - Present (6 years)

Cambridge Investment Research Advisors, Inc

2009 - 2013 (4 years)

Securities America, Inc

2009 - 2013 (4 years)

Securities America Advisors, Inc

2008 - 2009 (1 year)

University Of California, Davis

1999 - 2012 (13 years)

Siemens Healthcare Diagnostics

Disclosures

Marc Bacsafra has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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