Troy
Clemen

Cambridge Investment Research Advisors, Inc

CRD#6262991
Investment Advisor
in Skokie, IL

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About this Advisor

Troy Clemen is a financial advisor based out of Skokie, Illinois, with a total of 4 years of industry experience. Clemen is on the advisory team at Cambridge Investment Research Advisors, Inc. Clemen has gained experience at Wells Fargo Advisors, LLC, Wells Fargo Home Mortgage, Sagepoint Financial, Inc, Cambridge Investment Research Advisors, Inc and Wells Fargo Clearing Services, LLC. Clemen holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can operate in Illinois and Texas. Cambridge Investment Research Advisors, Inc is a registered investment company based in Fairfield, IA. The company has offices in 2,023 locations and a total of 3,352 financial advisors. It manages $82 billion in assets under management across its 461,370 accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm serves six charitable organizations. Of its 461,370 client accounts, just 10% are associated with high-net-worth clients who have at least $1 million in investable assets. The business has 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 are based on which services are provided. Fee types billed by Cambridge Investment Research Advisors, Inc can consist of 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

Troy Clemen Work History

Troy 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, Inc

2016 - 2017 (1 year)

Wells Fargo Clearing Services, LLC

2013 - 2016 (3 years)

Wells Fargo Advisors, LLC

2002 - 2013 (11 years)

Wells Fargo Home Mortgage

*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 Troy Clemen 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

Joseph Hadobas
Wexford, PA
Raymond Fornino
Coral Gables, FL
Curtis Goddard
Tulsa, OK
Russell Rivera
New York, NY
James Hinson
Brentwood, TN
Enrico Bawar
Staten Island, NY
Crescencio Alvarez
Fairfield, IA
Timothy Fraser
Port Leyden, NY

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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