Marisa
Butler

Cambridge Investment Research Advisors, Inc

CRD#6844429
Investment Advisor
in San Diego, CA

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About this Advisor

Marisa Butler is a financial advisor who works in San Diego, California with 1 year of relevant experience. Butler is an advisor for Cambridge Investment Research Advisors, Inc. Throughout their career, they have worked at Stonehill College, White House Black Market, Ono'S Chicago Grill, King'S College London, Letarte, Townpool, Miss Universe Org./Clemente Productions, Sprott Global Resource Investments LTD, Lucia Capital Group, Lpl Financial, LLC, Cambrige Investment Reserach Advisors, Inc and Cambridge Investment Reserach, Inc. Butler maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to work in California. Cambridge Investment Research Advisors, Inc is a registered investment business operating out of Fairfield, IA. The company has offices in 2,023 locations and a total of 3,352 advisors. It oversees $82 billion in assets between its 461,370 client accounts, making it one of the largest firms in the nation by assets under management. The firm serves six charitable organizations. Of its 461,370 client accounts, just 10% are held by high-net-worth investors who have greater than $1 million in investable assets. Cambridge Investment Research Advisors, Inc provides a number of services, including 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. Fees charged by financial advisors largely depend on the services. Fees billed by Cambridge Investment Research Advisors, Inc likely are comprised of any blend of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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

1635 Rosecrans St. Suite B
San Diego, CA 92106

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$82,427,818,654

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

3,352

CA Average: 166
Total Number of Accounts

461,370

CA Average: 7,189
Average Account Size

$178,659

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

Marisa Butler Work History

Marisa has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Cambrige Investment Reserach Advisors, Inc

2022 - Present (2 years)

Cambridge Investment Reserach, Inc

2020 - 2022 (2 years)

Lpl Financial, LLC

2019 - 2020 (1 year)

Lucia Capital Group

2017 - 2019 (2 years)

Sprott Global Resource Investments LTD

2015 - 2015 (< 1 year)

King'S College London

2015 - 2015 (< 1 year)

Letarte

2015 - 2015 (< 1 year)

Townpool

2015 - 2016 (1 year)

Stonehill College

2015 - 2016 (1 year)

Miss Universe Org./Clemente Productions

2014 - 2014 (< 1 year)

Ono'S Chicago Grill

2014 - 2015 (1 year)

Stonehill College

2013 - 2014 (1 year)

White House Black Market

2013 - 2014 (1 year)

Stonehill College

2012 - 2013 (1 year)

Stonehill College

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Marisa Butler 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

Mitchell Robinson
Tulsa, OK
Kevin Currutt
Cleveland, OH
John Ladick
Fairfield, IA
Justin Mulholland
Ann Arbor, MI
Stacy Robinson
South Haven, MI
Enrico Bawar
Staten Island, NY
Crescencio Alvarez
Fairfield, IA
Laurie Taylor
Ormond Beach, FL

The content in this profile was updated by SmartAsset on 4/16/2023. 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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