Lindsey
Reyes

Cambridge Investment Research Advisors, Inc

CRD#5730856
Investment Advisor
in Fairfield, IA

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About this Advisor

Lindsey Reyes is a financial advisor working out of Fairfield, Iowa, with a total of 10 years of professional experience. Reyes is currently employed by Cambridge Investment Research Advisors, Inc. Their career trajectory has included roles at Cambridge Investment Research, Inc and Neumann Brothers, Inc. Reyes has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to advise clients in Colorado. Cambridge Investment Research Advisors, Inc is a firm operating in Fairfield, Iowa. It has offices in 1,728 locations and a total of 2,672 advisors. It has $40 billion in assets among its 225,374 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm provides financial advice to 175 charities and foundations. Of its 225,374 accounts, just 7% are held by high-net-worth investors who have at least $1 million in assets available to invest. The firm performs 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. A financial advisor's fee schedules usually vary depending on the financial services. However, fee types charged by Cambridge Investment Research Advisors, Inc may include any blend 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

1776 Pleasant Plain Rd
Fairfield, IA 52556

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$44,327,336,213

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

2,857

IA Average: 166
Total Number of Accounts

276,236

IA Average: 7,189
Average Account Size

$160,469

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 Reyes Work History

Lindsey has 10 years of experience.

2009 - Present (10 years)

Cambridge Investment Research, Inc

2008 - 2009 (1 year)

Neumann Brothers, Inc

Disclosures

Lindsey Reyes 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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