James
O'Connor
Cambridge Investment Research Advisors, Inc
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About this Advisor
James O'Connor is a financial advisor based in Ft Pierce, Florida, working with Cambridge Investment Research Advisors, Inc. James has previously held positions at Stifel, Nicolaus & Company, Inc, Cambridge Investment Research, Inc, and Cambridge Investment Research Advisors, Inc. James has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida and Texas. Currently, James is part of Cambridge Investment Research Advisors, Inc, which operates out of Ft Pierce, Florida. The firm has 2,192 offices and 3,312 employees. The firm manages assets totaling $87.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at Cambridge Investment Research Advisors, Inc includes asset-based, hourly, fixed, commission-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cambridge Investment Research Advisors, Inc Brokerage Details
$87,368,733,496
3,312
448,526
$194,791
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
James O'Connor Work History
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
Stifel, Nicolaus & Company, Inc
Disclosures
Please visit the SEC profile of James O'Connor 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
North Bethesda, MD
Leominster, MA
Quincy, IL
Wayne, PA
Ridgeland, MS
Mc Lean, VA
New Smyrna Beach, FL
Englewood, CO
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