Pamela
Foster

Cambridge Investment Research Advisors, Inc

CRD#2763518
Investment Advisor
in Fairfield, IA

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About this Advisor

Pamela Foster is a financial advisor located in Fairfield, Iowa. Currently a registered advisor with Cambridge Investment Research Advisors, Inc, they have gathered 10 years of professional experience in the financial advisory industry. Foster maintains Series 63 and Series 66 licenses, qualifying them as a securities broker. Foster is registered to act as an advisor in Iowa. Throughout their career, Foster has worked at Wilmington Trust, Self-Employed/Client Dwa, Wilmington Trust/M & T, Edward Jones, Dynamic Wealth Advisors, Cambridge Investment Research Inc and Cambridge Investment Research Advisors, Inc. Cambridge Investment Research Advisors, Inc is based out of Fairfield, Iowa, and has 1,728 other offices in the United States. Overall, Cambridge Investment Research Advisors, Inc manages $44 billion in assets covering 276,236 client accounts and employs more than 2,857 people. The amount of assets the firm manages places it among the biggest investment advisory firms in the nation. The firm manages 243,822 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 9% of the advisory firm's investors are high-net-worth individuals, meaning they have over $1 million in capital. Cambridge Investment Research Advisors, Inc can provide 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's fees may include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, 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

$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

Pamela Foster Work History

Pamela has 11 years of experience.

2018 - Present (2 years)

Cambridge Investment Research Inc

2018 - Present (2 years)

Cambridge Investment Research Advisors, Inc

2012 - 2018 (6 years)

Edward Jones

2011 - 2011 (< 1 year)

Self-Employed/Client Dwa

2011 - 2012 (1 year)

Wilmington Trust/M & T

2011 - 2011 (< 1 year)

Dynamic Wealth Advisors

2009 - 2011 (2 years)

Wilmington Trust

Disclosures

Pamela Foster has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cambridge Investment Research Advisors, Inc

John Paull
Archbald, PA
Ronald Stricker
Des Plaines, IL
Christopher Janota
Whiting, IN
Joseph Cooper
Harrisburg, PA
Melissa Reaktenwalt
Upper Marlboro, MD
Michael Alfonso
Harrisburg, PA
Terence Mcnichol
Havertown, PA
Michael Eardley
Hollidaysburg, PA

This content was compiled from the SEC and FINRA.

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