Brent
Wadzita
Cambridge Investment Research Advisors, Inc
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About this Advisor
Brent Wadzita is a financial advisor based in Pensacola, Florida, with 10 years of financial industry experience. Wadzita currently works for Cambridge Investment Research Advisors, Inc. During their career, the advisor has held roles at Liberty Tax Service, Capital Choice Financial Services, Ccf Investments, Inc, Capital Choice Investments Advisers, Ameritas Investment Corp, Transition To Freedom Inc, Thought Stamp LLC, Cambridge Investment Research, Inc and Cambridge Investment Research Advisors, Inc. Wadzita maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Florida and Texas. Cambridge Investment Research Advisors, Inc is a registered investment company that has its headquarters in Pensacola, Florida. The company has offices in 2,023 locations and a total of 3,264 employees. It manages $82 billion in assets across its 382,713 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides financial advisory services to five charitable organizations. Of its 382,713 customer accounts, just 11% belong to high-net-worth clients who have at least $1 million in investable assets. Cambridge Investment Research Advisors, Inc performs 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. Financial advisory fee schedules largely depend on which service is offered. Fee types billed by Cambridge Investment Research Advisors, Inc most likely are comprised of asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Cambridge Investment Research Advisors, Inc Brokerage Details
$82,247,302,732
3,264
382,713
$214,906
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Answer a few questions to get a personalized match.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
Brent Wadzita Work History
Brent has 10 years of experience.
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
Transition To Freedom Inc
Thought Stamp LLC
Ameritas Investment Corp
Capital Choice Investments Advisers
Ccf Investments, Inc
Capital Choice Financial Services
Liberty Tax Service
Disclosures
Brent Wadzita has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Cambridge Investment Research Advisors, Inc
Phoenix, AZ
Atlanta, GA
Midland, TX
Saint Louis, MO
Fairfield, IA
Pensacola, FL
Northfield, MN
San Anselmo, CA
The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.
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