Robert
Dreizler

Cambridge Investment Research Advisors, Inc

CRD#867308
Investment Advisor
in Sacramento, CA
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About this Advisor

Robert Dreizler is an advisor who works out of Sacramento, California. Currently a registered financial advisor at Cambridge Investment Research Advisors, Inc, they have gathered an impressive 43 years of experience as an investment advisor. Dreizler holds Series 63 and Series 65 licenses, designating the advisor as both a securities agent and an investment advisor representative. Dreizler can act as a financial advisor in California and Texas. During their career, the advisor has held roles at Robert Dreizler Tax Preparation, First Affirmative Financial Network, LLC, Protected Investors, Cambridge Investment Research, Inc and Cambridge Investment Research Advisors, Inc. Cambridge Investment Research Advisors, Inc is based out of Sacramento, California, and operates out of 1,728 brick-and-mortar locations in the United States. Overall, Cambridge Investment Research Advisors, Inc manages $40 billion in assets across 225,374 client accounts and employs more than 2,672 people. The amount of assets the firm manages makes it one of the largest firms in the United States. The firm manages 196,087 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 7% of the firm's clients are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Cambridge Investment Research Advisors, Inc can provide 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 may charge clients asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years of Experience

43 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

2012 H Street #200
Sacramento, CA 95811

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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

Robert Dreizler Work History

Robert has 43 years of experience.

2016 - Present (3 years)

Cambridge Investment Research, Inc

2016 - Present (3 years)

Cambridge Investment Research Advisors, Inc

2011 - Present (8 years)

Protected Investors

2002 - Present (17 years)

Protected Investors

1975 - Present (44 years)

Robert Dreizler Tax Preparation

2002 - 2011 (9 years)

First Affirmative Financial Network, LLC

Disclosures

Robert Dreizler has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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