Cambridge Investment Research Advisors, Inc
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About this Advisor
Crescencio Alvarez is a financial advisor based in Fairfield, Iowa with a total of 9 years of relevant experience. Alvarez works at Cambridge Investment Research Advisors, Inc. Their career trajectory has included roles at Encore Capital Group, Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc and Oakmont Strategy LLC. Alvarez has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Iowa. Cambridge Investment Research Advisors, Inc is a registered investment firm that has its headquarters in Fairfield, IA. It has offices in 2,023 locations and a total of 3,352 financial advisors. It administers $82 billion in assets across its 461,370 client accounts, placing it among the largest firms in the country by assets under management. The firm serves six charitable organizations. Of its 461,370 client accounts, just 10% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The advisory firm has 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 are provided. Fee types charged by Cambridge Investment Research Advisors, Inc most likely include asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
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Cambridge Investment Research Advisors, Inc Brokerage Details
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
Crescencio Alvarez Work History
Crescencio has been registered as a financial advisor for 9 years.*
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
Oakmont Strategy LLC
Encore Capital Group
*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.
Please visit the SEC profile of Crescencio Alvarez 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
Glen Allen, VA
Staten Island, NY
Ormond Beach, FL
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