Cambridge Investment Research Advisors, Inc
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
Years of Experience
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Cambridge Investment Research Advisors, Inc Brokerage Details
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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.
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
Linda Smith has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Cambridge Investment Research Advisors, Inc
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 email@example.com.
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