Hal
Masover

Cambridge Investment Research Advisors, Inc

CRD#1621251
Investment Advisor
in Fairfield, IA

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About this Advisor

Hal Masover is a financial advisor who works in Fairfield, Iowa who has 8 years of relevant experience. Masover is currently employed by Cambridge Investment Research Advisors, Inc. During their career, the advisor has held roles at Financial West Group, Cambridge Investment Research, Inc and Cambridge Investment Research Advisors, Inc. Masover maintains Series 63 and Series 66 licenses, which qualify them as a securities representative, and is able to work in Florida, Iowa and Texas. Cambridge Investment Research Advisors, Inc is a financial advisory firm that has its headquarters in Fairfield, IA. It has offices in 2,023 locations and a total of 3,352 employees. It oversees $82 billion in total assets across its 461,370 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm provides financial advisory services to six charitable organizations. Of its 461,370 customer accounts, just 10% are held by high-net-worth clients who have at least $1 million in assets. The advisory firm 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. A financial advisor's fee schedules typically are based on the services provided. However, fees charged by Cambridge Investment Research Advisors, Inc may include any combination of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

8 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

508 N 2Nd St Ste 203
Fairfield, IA 52556

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$82,427,818,654

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

3,352

IA Average: 166
Total Number of Accounts

461,370

IA Average: 7,189
Average Account Size

$178,659

IA 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

Hal Masover Work History

Hal has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Cambridge Investment Research, Inc

2015 - Present (9 years)

Cambridge Investment Research Advisors, Inc

2000 - 2015 (15 years)

Financial West 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.

Disclosures

Please visit the SEC profile of Hal Masover 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

Herbert Modrak
Glen Allen, VA
Andrew Wittich
Houston, TX
Ryan Bouchard
Kennesaw, GA
John Ladick
Fairfield, IA
Winston Malone
Roanoke, TX
Enrico Bawar
Staten Island, NY
James Hinson
Brentwood, TN
Crescencio Alvarez
Fairfield, IA

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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