Cambridge Investment Research Advisors, Inc
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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
Years of Experience
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Cambridge Investment Research Advisors, Inc Brokerage Details
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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.
Cambridge Investment Research, Inc
Lindsey Derby has no disclosures.
Please visit their SEC profile for more details.
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