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 working in Evansville, Indiana, with a total of 10 years of financial industry experience. Riordan is an employee of Cambridge Investment Research Advisors, Inc. Over the course of their career, they have held roles at Edward Jones, Comtek Army Rotc, 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, which qualifies them as both a securities agent and an investment advisor representative, and is able to work in Indiana. Cambridge Investment Research Advisors, Inc is a registered investment company headquartered in Evansville, Indiana. The company has offices in 1,728 locations and a total of 2,672 financial advisors. It handles $40 billion in total assets among its 225,374 accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm provides services to 175 charitable organizations. Of its 225,374 client accounts, just 7% are associated with high-net-worth investors who have at least $1 million in investable assets. The advisory firm offers a number of services, such as 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 for financial management usually are based on which services the firm provides the client. Fees billed 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

10 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 10 years of experience.

2011 - Present (8 years)

Cambridge Investment Research, Inc

2011 - Present (8 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 - 2009 (1 year)

Comtek Army Rotc

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

Christopher Bishop
Leesburg, VA
Matthew Riordan
Evansville, IN
Joshua Rivlin
Owings Mills, MD
Joshua Beitel
Traverse City, MI
Lindsey Reyes
Fairfield, IA
Shivjinder Dhillon
Cleveland, OH
Divam Mehta
Henrico, VA
Seth Cecil
Fairfield, IA

This content was compiled from the SEC and FINRA.

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