Matthew
Riordan

Cambridge Investment Research Advisors, Inc

CRD#5726161
Investment Advisor
in Evansville, IN

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About this Advisor

Matthew Riordan is a financial advisor based in Evansville, Indiana, with 11 years of work experience. Riordan is currently employed by Cambridge Investment Research Advisors, Inc. Their career trajectory has included roles at Edward Jones, Folz Realtors, Boy Scout Troop #399, Waddell & Reed, Inc, Cambridge Investment Research, Inc and Cambridge Investment Research Advisors, Inc. Riordan has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can operate in Indiana and Texas. Cambridge Investment Research Advisors, Inc is an advisory firm operating out of Evansville, Indiana. The firm has offices in 1,728 locations and a total of 2,857 advisors. It administers $44 billion in assets under management among its 276,236 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm serves four charities and foundations. Of its 276,236 accounts, just 9% are held by high-net-worth individuals who have greater than $1 million in investable assets. The business 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. Financial advisory fees usually are based on which services the firm provides the client. 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 66

Years of Experience

12 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

123 Nw 4Th Street Ste 522
Evansville, IN 47708

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$44,327,336,213

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

2,857

IN Average: 166
Total Number of Accounts

276,236

IN Average: 7,189
Average Account Size

$160,469

IN 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

Matthew Riordan Work History

Matthew has 12 years of experience.

2011 - Present (9 years)

Cambridge Investment Research, Inc

2011 - Present (9 years)

Cambridge Investment Research Advisors, Inc

2010 - 2011 (1 year)

Waddell & Reed, Inc

2009 - 2010 (1 year)

Edward Jones

2009 - 2010 (1 year)

Boy Scout Troop #399

2008 - 2010 (2 years)

Folz Realtors

Disclosures

Matthew Riordan has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cambridge Investment Research Advisors, Inc

James Bradley
Gaithersburg, MD
Robin Jarvis
Somersworth, NH
Yvonne Loar
Clarksburg, WV
Daniel Brixius
Harrisburg, PA
Carolyn Williams
Carrollton, TX
Paul Moxen
Scranton, PA
Colin Gray
Ormond Beach, FL
Kathleen Mock
Johnstown, PA

This content was compiled from the SEC and FINRA.

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