Christopher
Kmetz

Cambridge Investment Research Advisors, Inc

CRD#2098567
Investment Advisor
in Orlando, FL
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About this Advisor

Christopher Kmetz is a chartered financial consultant who works out of Orlando, Florida, who has 18 years in the industry. Kmetz is an employee of Cambridge Investment Research Advisors, Inc. Their career trajectory has included roles at Metlife Securities, Inc, Metropolitan Life Ins Co, Cambridge Investment Research Advisors, Inc and Cambridge Investment Research, Inc. Kmetz holds a Series 63 license, certifying them as a securities agent, and can serve investors in Florida and Texas. Cambridge Investment Research Advisors, Inc is a registered investment firm headquartered in Orlando, Florida. The firm has offices in 1,728 locations and a total of 2,672 advisors. It oversees $40 billion in total assets between its 225,374 client accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm serves 175 charitable organizations. Of its 225,374 customer accounts, just 7% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Cambridge Investment Research Advisors, Inc provides a diverse set 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 usually are based on which services are offered. However, fees charged by Cambridge Investment Research Advisors, Inc can consist of some blend of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years of Experience

18 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

No

Office Location

3662 Avalon Park East Blvd
Orlando, FL 32828

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$40,310,842,455

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

2,672

FL Average: 166
Total Number of Accounts

225,374

FL Average: 7,189
Average Account Size

$178,862

FL 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

Christopher Kmetz Work History

Christopher has 18 years of experience.

2016 - Present (3 years)

Cambridge Investment Research Advisors, Inc

2016 - Present (3 years)

Cambridge Investment Research, Inc

2000 - 2016 (16 years)

Metlife Securities, Inc

2000 - 2016 (16 years)

Metropolitan Life Ins Co

Disclosures

Christopher Kmetz has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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