Stephen
Horvath

Cambridge Investment Research Advisors, Inc

CRD#1946774
Investment Advisor
in San Diego, CA
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About this Advisor

Stephen Horvath is a financial advisor who works out of San Diego, California. Currently a registered investment advisor at Cambridge Investment Research Advisors, Inc, Horvath has 12 years of experience in the financial advisory industry. Horvath holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. Horvath can serve customers in Arizona and California. Throughout their career, Horvath has worked at Platinum Wealth Strategies, Commonwealth Financial Network, Sii Investments, Inc, Cambridge Investment Research Advisors, Inc and Cambridge Investment Research, Inc. Cambridge Investment Research Advisors, Inc is headquartered in San Diego, California, and has 1,728 other brick-and-mortar locations in the United States. In aggregate, Cambridge Investment Research Advisors, Inc manages $40 billion in assets throughout 225,374 accounts and employs more than 2,672 people. The amount of assets the firm manages places it among the biggest financial advisory firms in the nation. 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 assets. Cambridge Investment Research Advisors, Inc provides 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 65, Chartered Financial Consultant

Years of Experience

12 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

Yes

Office Location

12396 World Trade Drive,Suite 215
San Diego, CA 92128

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$40,310,842,455

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

2,672

CA Average: 166
Total Number of Accounts

225,374

CA Average: 7,189
Average Account Size

$178,862

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

Stephen Horvath Work History

Stephen has 12 years of experience.

2016 - Present (3 years)

Cambridge Investment Research Advisors, Inc

2016 - Present (3 years)

Cambridge Investment Research, Inc

2009 - 2016 (7 years)

Sii Investments, Inc

2006 - 2009 (3 years)

Platinum Wealth Strategies

2006 - 2009 (3 years)

Commonwealth Financial Network

Disclosures

Stephen Horvath has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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