James
Segal
Cambridge Investment Research Advisors, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
James Segal is a certified financial planner operating in Columbia, Maryland with 10 years of relevant experience. Segal is on the advisory team at Cambridge Investment Research Advisors, Inc. During their career, Segal has held roles at Linsco/Private Ledger Corp, Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, Asset Managemet Concepts, Inc and Athlon Advisors. Segal has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to serve investors in Maryland. Cambridge Investment Research Advisors, Inc is a financial advisory business based in Fairfield, IA. It has offices in 2,023 locations and a total of 3,352 financial advisors. It oversees $82 billion in total assets across its 461,370 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm provides services to six charitable organizations. Of its 461,370 accounts, just 10% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Cambridge Investment Research Advisors, Inc provides 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. Fees for financial management depend on which service is provided. Fees charged by Cambridge Investment Research Advisors, Inc most likely consist of asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
James Segal Work History
James has been registered as a financial advisor for 10 years.*
Athlon Advisors
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
Linsco/Private Ledger Corp
Asset Managemet Concepts, 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 Segal 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
Fairfield, IA
Glen Allen, VA
Ormond Beach, FL
Kennesaw, GA
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
