Mark
Wiley
Cambridge Investment Research Advisors, Inc
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About this Advisor
Mark Wiley is a financial advisor working in Phoenix, Maryland with 1 year of industry experience. Wiley is an advisor for Cambridge Investment Research Advisors, Inc. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Actionet, Basta Pasta, Towson University, Ledo Pizza, Northwest High School, Bank Of America N.A, Cambridge Investment Research, Inc and Cambridge Investment Research Advisors, Inc. Wiley maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Maryland. Cambridge Investment Research Advisors, Inc is an advisory business operating out of Fairfield, IA. The company has offices in 2,023 locations and a total of 3,352 advisors. It controls $82 billion in assets under management across its 461,370 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm serves six charities and foundations. Of its 461,370 accounts, just 10% belong to high-net-worth individuals who have more than $1 million in assets available to invest. Cambridge Investment Research Advisors, Inc has a broad assortment 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. Financial management fees usually depend on which service is offered. Fees 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
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
Mark Wiley Work History
Mark has been registered as a financial advisor for 1 years.*
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
Bank Of America N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Actionet
Basta Pasta
Towson University
Ledo Pizza
Northwest High School
*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 Mark Wiley 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
Cleveland, OH
Cincinnati, OH
Tolland, CT
Tulsa, OK
Des Moines, IA
Staten Island, NY
Ormond Beach, FL
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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