Richard
Godfrey

Cambridge Investment Research Advisors, Inc

CRD#6025874
Investment Advisor
in Bradenton, FL

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About this Advisor

Richard Godfrey is a financial advisor based in Bradenton, Florida, who has 5 years of industry experience. Godfrey is an advisor for Cambridge Investment Research Advisors, Inc. During their career, the advisor has held roles at Ccf Investments, Capital Choice Financial Services, Manatee River Financial Group, Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc and Ameritas Investment Corp. Godfrey has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Florida and Texas. Cambridge Investment Research Advisors, Inc is a financial advisory firm operating out of Fairfield, IA. The firm has offices in 2,023 locations and a total of 3,352 financial advisors. It manages $82 billion in assets across its 461,370 accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm advises six charities and foundations. Of its 461,370 accounts, just 10% are held by high-net-worth individuals who have at least $1 million in assets. Cambridge Investment Research Advisors, Inc has a broad range 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 charged by financial advisors typically are based on the type of services provided. However, fees charged by Cambridge Investment Research Advisors, Inc likely consist 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

7970 Cooper Creek Blvd.
Bradenton, FL 34201

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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

Richard Godfrey Work History

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

2018 - Present (6 years)

Cambridge Investment Research Advisors, Inc

2017 - Present (7 years)

Cambridge Investment Research, Inc

2016 - Present (8 years)

Manatee River Financial Group

2017 - 2017 (< 1 year)

Ameritas Investment Corp

2009 - 2017 (8 years)

Ccf Investments

2009 - 2017 (8 years)

Capital Choice Financial Services

*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 Richard Godfrey 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

Mitchell Robinson
Tulsa, OK
Ryan Grote
Cincinnati, OH
Herbert Modrak
Glen Allen, VA
Tomas Cern
Tolland, CT
Jeffrey Pratt
Portland, OR
Enrico Bawar
Staten Island, NY
Crescencio Alvarez
Fairfield, IA
Laurie Taylor
Ormond Beach, FL

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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