Alyssa
Adams
Cambridge Investment Research Advisors, Inc
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About this Advisor
Alyssa Adams is a financial advisor operating out of Grand Junction, Colorado who has 3 years of relevant experience. Adams currently works for Cambridge Investment Research Advisors, Inc. Throughout their career, Adams has worked at Bank Of The West, Kroger - City Market - Starbucks Kiosk, Colorado Northwest Community College, General Nutrition Co, Calvary Temple Church, Thrivent Investment Management Inc, Thrivent Financial, Maui Brick Oven, Legacy Wealth Management, Cambridge Investment Research, Inc and Cambridge Investment Research Advisors, Inc. Adams maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Colorado. Cambridge Investment Research Advisors, Inc is a business that has its headquarters in Fairfield, IA. The company has offices in 2,023 locations and a total of 3,352 financial advisors. It manages $82 billion in total assets between its 461,370 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm serves six charities and foundations. Of its 461,370 client accounts, just 10% are held by high-net-worth clients who have at least $1 million in assets. The firm offers a number of services, such as 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 for financial management typically vary depending on which services the firm provides the client. Fee types charged by Cambridge Investment Research Advisors, Inc most likely include 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
Alyssa Adams Work History
Alyssa has been registered as a financial advisor for 3 years.*
Legacy Wealth Management
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
Thrivent Investment Management Inc
Thrivent Financial
Thrivent Financial
Bank Of The West
Kroger - City Market - Starbucks Kiosk
Colorado Northwest Community College
Maui Brick Oven
General Nutrition Co
Calvary Temple Church
*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 Alyssa Adams 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
Fairfield, IA
Glen Allen, VA
Ormond Beach, FL
Kennesaw, GA
Roanoke, TX
Staten Island, NY
Brentwood, TN
Fairfield, IA
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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