Kent
Herring

Cambridge Investment Research Advisors, Inc

CRD#5417262
Investment Advisor
in Gulf Breeze, FL

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About this Advisor

Kent Herring is a financial advisor operating out of Gulf Breeze, Florida, with 5 years of industry experience. Herring currently works for Cambridge Investment Research Advisors, Inc. Herring has gained experience at Chemical Associates, Ing Financial Partners, Inc, Voya Financial Advisors, Cambridge Investment Research, Inc and Cambridge Investment Research Advisors, Inc. Herring has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in Florida and Texas. Cambridge Investment Research Advisors, Inc is a financial advisory firm headquartered in Fairfield, IA. The investment advisory business has offices in 2,023 locations and a total of 3,352 people on staff. It controls $82 billion in assets among its 461,370 client accounts, placing it among the largest firms in the country by assets under management. The firm advises six charitable organizations. Of its 461,370 customer accounts, just 10% belong to high-net-worth investors who have greater than $1 million in investable assets. The advisory firm 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. A financial advisor's fee schedules largely depend on which services are provided. However, fee types billed by Cambridge Investment Research Advisors, Inc most likely include any combination of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

5 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

Gulf Breeze, FL

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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

Kent Herring Work History

Kent has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Cambridge Investment Research Advisors, Inc

2015 - Present (9 years)

Cambridge Investment Research, Inc

2001 - Present (23 years)

Chemical Associates

2014 - 2014 (< 1 year)

Voya Financial Advisors

2007 - 2014 (7 years)

Ing Financial Partners, 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 Kent Herring 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

Gary Hay
Henderson, NV
Theresa Hutchinson
Sewickley, PA
Tomas Cern
Tolland, CT
Aaron Mckinney
Tulsa, OK
Winston Malone
Roanoke, TX
Enrico Bawar
Staten Island, NY
Ryan Bouchard
Kennesaw, GA
Herbert Modrak
Glen Allen, VA

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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