Cambridge Investment Research Advisors, Inc
About this Advisor
Michael Beck is a chartered financial analyst working in Mill Valley, California, who has been in the advisory business for 15 years. Beck works at Cambridge Investment Research Advisors, Inc. Their career trajectory has included roles at Cambridge Investment Research, Inc, Phoenix Investment Adviser, LLC, Goldentree Asset Management, Actuarial Business Solutions and Cambridge Investment Research Advisors, Inc. Beck has a Series 63 license, certifying them as a securities representative, and is able to operate in California and Texas. Cambridge Investment Research Advisors, Inc is a business headquartered in Mill Valley, California. The company has offices in 2,023 locations and a total of 3,264 people on staff. It handles $82 billion in assets across its 382,713 accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm advises five charitable organizations. Of its 382,713 client accounts, just 11% are associated with high-net-worth clients who have more than $1 million in investable assets. The firm has a diverse set 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. Financial management fees typically depend on which service is provided. Fees charged by Cambridge Investment Research Advisors, Inc can be comprised of any blend of asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
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Cambridge Investment Research Advisors, Inc Brokerage Details
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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
Michael Beck Work History
Michael has 15 years of experience.
Cambridge Investment Research Advisors, Inc
Cambridge Investment Research, Inc
Actuarial Business Solutions
Phoenix Investment Adviser, LLC
Goldentree Asset Management
Michael Beck has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Cambridge Investment Research Advisors, Inc
Saint Louis, MO
San Anselmo, CA
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