Cheryl
Maddox

Cambridge Investment Research Advisors, Inc

CRD#6987806
Investment Advisor
in Bradenton, FL

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About this Advisor

Cheryl Maddox is a financial advisor who works in Bradenton, Florida who has 4 years of relevant experience. Maddox is on the advisory team at Cambridge Investment Research Advisors, Inc. Maddox has gained experience at Cambridge Investment Research, Inc, Eldercare Counseling Services, Inc, Big Bear Behavioral Health, Families First Of Florida, Catholic Charities, Diocese Of St. Petersburg, Circle Of Friends, Molina Healthcare, Manatee Glens, Betterhelp/Faithful Counseling/Teencounseling/Regain and Cambridge Investment Research Advisors, Inc. Maddox maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to serve investors in Florida and Texas. Cambridge Investment Research Advisors, Inc is an advisory company headquartered in Fairfield, IA. It has offices in 2,023 locations and a total of 3,352 people on staff. It oversees $82 billion in assets between its 461,370 client accounts, making it one of the biggest firms in the United States by assets under management. The firm advises six charities and foundations. Of its 461,370 accounts, just 10% are held by high-net-worth investors who have more than $1 million in assets available to invest. The advisory firm has a diverse array 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 typically vary depending on the type of services offered. However, fees billed by Cambridge Investment Research Advisors, Inc most likely include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 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

Office Location

7970 Cooper Creek Blvd.
Bradenton, FL 34201

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$82,427,818,654

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

3,352

FL Average: 166
Total Number of Accounts

461,370

FL Average: 7,189
Average Account Size

$178,659

FL Average: $1,287,990

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

Cheryl Maddox Work History

Cheryl has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Cambridge Investment Research Advisors, Inc

2018 - Present (6 years)

Cambridge Investment Research, Inc

2017 - 2020 (3 years)

Eldercare Counseling Services, Inc

2017 - 2020 (3 years)

Big Bear Behavioral Health

2016 - 2020 (4 years)

Families First Of Florida

2016 - 2020 (4 years)

Betterhelp/Faithful Counseling/Teencounseling/Regain

2014 - 2016 (2 years)

Catholic Charities, Diocese Of St. Petersburg

2014 - 2015 (1 year)

Circle Of Friends

2013 - 2014 (1 year)

Molina Healthcare

2012 - 2013 (1 year)

Manatee Glens

*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 Cheryl Maddox 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

Mitchell Robinson
Tulsa, OK
Kenneth Dehart
Charlotte, NC
John Ladick
Fairfield, IA
Richard Habel
Salt Lake City, UT
Ryan Grote
Cincinnati, OH
Enrico Bawar
Staten Island, NY
Laurie Taylor
Ormond Beach, FL
Ryan Bouchard
Kennesaw, GA

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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