Tony
Diar Bakerli

Cambridge Investment Research Advisors, Inc

CRD#5400784
Investment Advisor
in Skokie, IL

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About this Advisor

Tony Diar Bakerli is a financial advisor operating in Skokie, Illinois, with a total of 4 years of relevant experience. Diar Bakerli is on the advisory team at Cambridge Investment Research Advisors, Inc. Their career trajectory has included roles at Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC, Sagepoint Financial and Cambridge Investment Research Advisors, Inc. Diar Bakerli has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in Illinois and Texas. Cambridge Investment Research Advisors, Inc is a company operating out of Fairfield, IA. It has offices in 2,023 locations and a total of 3,352 people on staff. It manages $82 billion in assets between its 461,370 customer accounts, placing it among the largest firms in the United States by assets under management. The firm serves six charities and foundations. Of its 461,370 client accounts, just 10% are held by high-net-worth individuals who have at least $1 million in investable assets. Cambridge Investment Research Advisors, Inc 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. Fees charged by financial advisors vary depending on which service is offered. However, fees charged by Cambridge Investment Research Advisors, Inc can include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

4 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

5215 Old Orchard Road Suite 950
Skokie, IL 60077

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$82,427,818,654

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

3,352

IL Average: 166
Total Number of Accounts

461,370

IL Average: 7,189
Average Account Size

$178,659

IL 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

Tony Diar Bakerli Work History

Tony has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Cambridge Investment Research Advisors, Inc

2017 - 2019 (2 years)

Sagepoint Financial

2016 - 2017 (1 year)

Wells Fargo Clearing Services, LLC

2013 - 2016 (3 years)

Wells Fargo Advisors, LLC

*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 Tony Diar Bakerli 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

Richard Habel
Salt Lake City, UT
Justin Mulholland
Ann Arbor, MI
John Ladick
Fairfield, IA
Herbert Modrak
Glen Allen, VA
James Hinson
Brentwood, TN
Enrico Bawar
Staten Island, NY
Crescencio Alvarez
Fairfield, IA
Ryan Bouchard
Kennesaw, GA

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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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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