Justin
Littlefield
Cambridge Investment Research Advisors, Inc
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About this Advisor
Justin Littlefield is a certified financial planner based out of Boxborough, Massachusetts, with 10 years in the industry. Littlefield currently works for Cambridge Investment Research Advisors, Inc. Littlefield has gained experience at Cambridge Investment Research, Inc and Cambridge Investment Research Advisors, Inc. Littlefield maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in Massachusetts and Texas. Cambridge Investment Research Advisors, Inc is a financial advisory company headquartered in Boxborough, Massachusetts. The firm has offices in 2,023 locations and a total of 3,264 financial advisors. It has $82 billion in assets among its 382,713 accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm provides financial advisory services to five charitable organizations. Of its 382,713 customer accounts, just 11% belong to high-net-worth clients who have more than $1 million in investable assets. Cambridge Investment Research Advisors, Inc performs 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. A financial advisor's fees usually vary depending on which service is offered. However, fee types billed by Cambridge Investment Research Advisors, Inc can consist of asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Cambridge Investment Research Advisors, Inc Brokerage Details
$82,247,302,732
3,264
382,713
$214,906
Let us help match you with the right financial advisor for your needs.
Answer a few questions to get a personalized match.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
Justin Littlefield Work History
Justin has 10 years of experience.
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
Disclosures
Justin Littlefield has no disclosures.
Please visit their SEC profile for more details.
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The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, 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.