Linda
Smith

Cambridge Investment Research Advisors, Inc

CRD#2049677
Investment Advisor
in Atlanta, GA

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About this Advisor

Linda Smith is a financial advisor based in Atlanta, Georgia, with 11 years of experience as a financial advisor. Smith works at Cambridge Investment Research Advisors, Inc. Over the course of their career, Smith has held roles at Cambridge Investment Research, Inc and Cambridge Investment Research Advisors, Inc. Smith maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Georgia and Texas. Cambridge Investment Research Advisors, Inc is a company that has its headquarters in Atlanta, Georgia. The investment advisory business has offices in 2,023 locations and a total of 3,264 advisors. It oversees $82 billion in total assets between its 382,713 customer accounts, making it one of the biggest firms in the nation by assets under management. The firm advises five charities and foundations. Of its 382,713 accounts, just 11% belong to high-net-worth individuals who have more than $1 million in investable assets. The firm offers a wide assortment 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 depend on which services are provided. Fee types billed by Cambridge Investment Research Advisors, Inc likely consist of some blend of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

11 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

Disclosures

No

Office Location

Atlanta, GA

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$82,247,302,732

GA Average: $9,259,360,772
Total Number of Employees

3,264

GA Average: 166
Total Number of Accounts

382,713

GA Average: 7,189
Average Account Size

$214,906

GA Average: $1,287,990

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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

Linda Smith Work History

Linda has 11 years of experience.

2011 - Present (12 years)

Cambridge Investment Research, Inc

2011 - Present (12 years)

Cambridge Investment Research Advisors, Inc

Disclosures

Linda Smith has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cambridge Investment Research Advisors, Inc

Brent Wadzita
Pensacola, FL
Justin Littlefield
Boxborough, MA
Ashish Phansopkar
Phoenix, AZ
Brian Siems
Fairfield, IA
Jamie Hugunin
Clinton, IA
Andrew Lohse
Lombard, IL
Lindsey Klinkhammer
Northfield, MN
Stephanie Olson
San Anselmo, CA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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