Kenneth
Friedman

Cambridge Investment Research Advisors, Inc

CRD#2123609
Investment Advisor
in Jacksonville, FL

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About this Advisor

Kenneth Friedman is a financial advisor based out of Jacksonville, Florida with 13 years of industry experience. Friedman currently works for Cambridge Investment Research Advisors, Inc. Over the course of their career, they have held roles at Cambridge Investment Research, Inc and Cambridge Investment Research Advisors, Inc. Friedman maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Florida and Idaho. Cambridge Investment Research Advisors, Inc is a financial advisory business that has its headquarters in Fairfield, IA. The company has offices in 2,023 locations and a total of 3,352 people on staff. It has $82 billion in total assets across its 461,370 customer accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises six charitable organizations. Of its 461,370 accounts, just 10% belong to high-net-worth investors who have greater than $1 million in investable assets. Cambridge Investment Research Advisors, Inc has a broad 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. Fees for financial management largely vary depending on the type of financial services. Fees billed by Cambridge Investment Research Advisors, Inc most likely are comprised of any combination of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

13 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

4776 Hodges Blvd Ste 203
Jacksonville, FL 32224

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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

Kenneth Friedman Work History

Kenneth has been registered as a financial advisor for 13 years.*

2010 - Present (14 years)

Cambridge Investment Research, Inc

2010 - Present (14 years)

Cambridge Investment Research Advisors, Inc

*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 Kenneth Friedman 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

John Ladick
Fairfield, IA
Herbert Modrak
Glen Allen, VA
Laurie Taylor
Ormond Beach, FL
Ryan Bouchard
Kennesaw, GA
Winston Malone
Roanoke, TX
Enrico Bawar
Staten Island, NY
James Hinson
Brentwood, TN
Crescencio Alvarez
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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