Lindsey
Derby

Cambridge Investment Research Advisors, Inc

CRD#5730856
Investment Advisor
in Fairfield, IA

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About this Advisor

Lindsey Derby is an investment advisor whose office is in Fairfield, Iowa. Currently a registered financial advisor with Cambridge Investment Research Advisors, Inc, they have gathered 11 years of professional experience. Derby has a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Derby is able to advise customers based out of Colorado and Iowa. Derby has worked their whole career at Cambridge Investment Research Advisors, Inc. Cambridge Investment Research Advisors, Inc is located in Fairfield, Iowa, and operates out of 1,905 brick-and-mortar locations throughout the country. In total, Cambridge Investment Research Advisors, Inc manages $56 billion in assets covering 297,440 client accounts and retains more than 2,982 people. The firm's total assets under management places it among the biggest firms in the country. The firm manages 268,970 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 10% of the firm's investors are high-net-worth individuals, meaning they have greater than $1 million in capital. Cambridge Investment Research Advisors, Inc offers 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. The firm may charge clients asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

11 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

1776 Pleasant Plain Rd
Fairfield, IA 52556

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$56,158,947,875

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

2,982

IA Average: 166
Total Number of Accounts

297,440

IA Average: 7,189
Average Account Size

$188,808

IA 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

Lindsey Derby Work History

Lindsey has 11 years of experience.

2009 - Present (11 years)

Cambridge Investment Research, Inc

Disclosures

Lindsey Derby has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cambridge Investment Research Advisors, Inc

Stacy Robinson
Grand Rapids, MI
Jason Young
Kent, OH
Peter Riskind
Deerfield, IL
Dawn Wilson
Athens, OH
Brian Stearns
Big Rapids, MI
Alden Rowe
Fairfield, IA
Jesse Travis
San Antonio, TX
Zachary Moulton
Saginaw, MI

This content was compiled from the SEC and FINRA.

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