Steven
Powell
Cambridge Investment Research Advisors, Inc
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About this Advisor
Steven Powell is a chartered financial consultant who works in Bettendorf, Iowa with 1 year of industry experience. Powell is an advisor for Cambridge Investment Research Advisors, Inc. During their career, the advisor has held roles at Transamerica Financial Advisors, Inc, Life Investors Financial Services, Inc, Steve Powell, Fortunaires Club Charitable Foundation, Iowa Renewable Energy, Maquoketa Financial Group, Signator Investors, Inc, Royal Alliance Associates, Inc, Cambridge Investment Research, Inc and Cambridge Investment Research Advisors, Inc. Powell has a Series 63 license, qualifying them as a securities agent, and can work in Iowa. Cambridge Investment Research Advisors, Inc is a company based in Fairfield, IA. The firm has offices in 2,023 locations and a total of 3,352 people on staff. It handles $82 billion in assets under management across its 461,370 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm serves six charitable organizations. Of its 461,370 accounts, just 10% are held by high-net-worth clients who have more than $1 million in investable assets. The company offers a wide range 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. Financial advisory fee schedules usually are based on which services the firm provides the client. Fee types billed by Cambridge Investment Research Advisors, Inc most likely include some blend of asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cambridge Investment Research Advisors, Inc Brokerage Details
$82,427,818,654
3,352
461,370
$178,659
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
Steven Powell Work History
Steven has been registered as a financial advisor for 1 years.*
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
Maquoketa Financial Group
Fortunaires Club Charitable Foundation
Iowa Renewable Energy
Life Investors Financial Services, Inc
Steve Powell
Royal Alliance Associates, Inc
Signator Investors, Inc
Transamerica Financial Advisors, Inc
*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 Steven Powell 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
Northfield, MN
East Alton, IL
South Haven, MI
Charlotte, NC
Roanoke, TX
Staten Island, NY
Brentwood, TN
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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