Sean
Patrick
Cambridge Investment Research Advisors, Inc
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About this Advisor
Sean Patrick is a financial advisor operating in Ventura, California with 1 year of relevant experience. Patrick is an advisor for Cambridge Investment Research Advisors, Inc. Patrick has gained experience at Cambridge Investment Research Advisors, Inc, Cambridge Investment Research, Inc, The Renaissance Group, LLC, Lpl Financial, LLC and Cetera Advisors LLC. Patrick has a Series 63 license, designating them as a securities broker, and can advise clients in California and Texas. Cambridge Investment Research Advisors, Inc is an advisory company based in Fairfield, IA. The firm has offices in 2,023 locations and a total of 3,352 advisors. It handles $82 billion in assets under management between its 461,370 customer accounts, making it one of the biggest firms in the country by assets under management. The firm serves six charities and foundations. Of its 461,370 customer accounts, just 10% are held by high-net-worth investors who have more than $1 million in investable assets. The business has 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. A financial advisor's fees depend on which service is offered. However, fees billed by Cambridge Investment Research Advisors, Inc can be comprised of asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cambridge Investment Research Advisors, Inc Brokerage Details
$82,427,818,654
3,352
461,370
$178,659
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
Sean Patrick Work History
Sean has been registered as a financial advisor for 1 years.*
Cambridge Investment Research Advisors, Inc
Cambridge Investment Research, Inc
The Renaissance Group, LLC
The Renaissance Group, LLC
Cetera Advisors LLC
The Renaissance Group, LLC
Lpl Financial, LLC
*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 Sean Patrick 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
Portland, OR
Cincinnati, OH
Ann Arbor, MI
Des Moines, IA
Roanoke, TX
Staten Island, NY
Ormond Beach, FL
Salt Lake City, UT
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