James
Elder

Cambridge Investment Research Advisors, Inc

CRD#4210203
Investment Advisor
in Atlanta, GA

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About this Advisor

James Elder is a financial advisor who works in Atlanta, Georgia with a total of 1 year of relevant experience. Elder is currently employed by Cambridge Investment Research Advisors, Inc. Throughout their career, they have worked at Mcgriff Seibels & Williams, Financial Telesis Inc, Lpl Financial, Global Retirement Partners, Bb&T Securities, Resources Investment Advisors, Triad Advisors, Cambridge Investment Research Advisors, Inc and Cambridge Investment Research, Inc. Elder has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Georgia and Texas. Cambridge Investment Research Advisors, Inc is a registered investment company that has its headquarters in Fairfield, IA. It has offices in 2,023 locations and a total of 3,352 people on staff. It handles $82 billion in assets between its 461,370 client accounts, making it one of the biggest firms in the United States by assets under management. The firm advises six charitable organizations. Of its 461,370 customer accounts, just 10% are held by high-net-worth individuals who have more than $1 million in assets. Cambridge Investment Research Advisors, Inc provides a wide range of services, including 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. Fees for financial management vary depending on which service is offered. However, fee types billed by Cambridge Investment Research Advisors, Inc most likely are comprised of some combination of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

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

Office Location

3400 Overton Park Drive, Suite 300
Atlanta, GA 30339

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$82,427,818,654

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

3,352

GA Average: 166
Total Number of Accounts

461,370

GA Average: 7,189
Average Account Size

$178,659

GA Average: $1,287,990

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

James Elder Work History

James has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Cambridge Investment Research Advisors, Inc

2022 - Present (2 years)

Cambridge Investment Research, Inc

2008 - Present (16 years)

Mcgriff Seibels & Williams

2018 - 2022 (4 years)

Resources Investment Advisors

2018 - 2022 (4 years)

Triad Advisors

2016 - 2018 (2 years)

Bb&T Securities

2014 - 2015 (1 year)

Lpl Financial

2014 - 2015 (1 year)

Global Retirement Partners

2011 - 2014 (3 years)

Financial Telesis 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 James Elder 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

Gale Hopkins
Fairfield, IA
Dave Morris
Atlanta, GA
Stacy Robinson
South Haven, MI
Kevin Currutt
Cleveland, OH
Kenneth Dehart
Charlotte, NC
Enrico Bawar
Staten Island, NY
Laurie Taylor
Ormond Beach, FL
Tomas Cern
Tolland, CT

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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