Cambridge Investment Research Advisors, Inc
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About this Advisor
Laurie Taylor is a financial advisor based in Ormond Beach, Florida with 5 years of relevant experience. Taylor is an advisor for Cambridge Investment Research Advisors, Inc. Over the course of their career, they have held roles at Anchor Certified Planners Group, Inc, National Planning Corporation, Lpl Financial LLC, Cambridge Investment Research, Inc and Cambridge Investment Research Advisors, Inc. Taylor holds Series 63 and Series 66 licenses, designating them as a securities agent, and can advise clients in Florida. Cambridge Investment Research Advisors, Inc is a registered investment company based in Fairfield, IA. It has offices in 2,023 locations and a total of 3,352 employees. It oversees $82 billion in total assets across its 461,370 accounts, making it one of the biggest firms in the nation by assets under management. The firm provides financial advice to six charities and foundations. Of its 461,370 customer accounts, just 10% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The firm provides a wide array of services, such as 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 depend on the type of financial services provided. Fees charged by Cambridge Investment Research Advisors, Inc most likely consist of any combination of asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
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Cambridge Investment Research Advisors, Inc Brokerage Details
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
Laurie Taylor Work History
Laurie has been registered as a financial advisor for 5 years.*
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
Anchor Certified Planners Group, Inc
Lpl Financial LLC
National Planning Corporation
*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.
Please visit the SEC profile of Laurie Taylor 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
Glen Allen, VA
Ormond Beach, FL
Staten Island, NY
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