Joshua
Beitel

Cambridge Investment Research Advisors, Inc

CRD#5911459
Investment Advisor
in Traverse City, MI

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About this Advisor

Joshua Beitel is a financial advisor based in Traverse City, Michigan, who has 10 years of work experience. Beitel is an employee of Cambridge Investment Research Advisors, Inc. Their career trajectory has included roles at Pruco Securities, LLC, Prudential Insurance Company Of America, Miami University, Hendren Sealcoat, Redbrick Mortgage, Firstmerit Bank, N.A, Firstmerit Financial Services, Lpl Financial LLC, Fifth Third Securities and Cetera Investment Services LLC. Beitel has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can work in Michigan. Cambridge Investment Research Advisors, Inc is a company headquartered in Traverse City, Michigan. The firm has offices in 1,728 locations and a total of 2,672 financial advisors. It oversees $40 billion in total assets across its 225,374 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm serves 175 charitable organizations. Of its 225,374 accounts, just 7% are held by high-net-worth individuals who have at least $1 million in assets available to invest. Cambridge Investment Research Advisors, Inc offers 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. Financial management fees usually depend on which services are offered. However, fee types billed by Cambridge Investment Research Advisors, Inc may include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

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

Disclosures

Yes

Office Location

13300S West Bayshore Dr., Ste B-1
Traverse City, MI 49684

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$44,327,336,213

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

2,857

MI Average: 166
Total Number of Accounts

276,236

MI Average: 7,189
Average Account Size

$160,469

MI Average: $1,287,990

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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

Joshua Beitel Work History

Joshua has 10 years of experience.

2018 - Present (2 years)

Cambridge Investment Research Advisors, Inc

2018 - Present (2 years)

Cambridge Investment Research, Inc

2015 - 2018 (3 years)

Cetera Investment Services LLC

2015 - 2018 (3 years)

Cetera Investment Advisers LLC

2015 - 2018 (3 years)

Chemical Bank

2014 - 2015 (1 year)

Fifth Third Securities

2013 - 2014 (1 year)

Lpl Financial LLC

2011 - 2011 (< 1 year)

Pruco Securities, LLC

2011 - 2011 (< 1 year)

Prudential Insurance Company Of America

2011 - 2014 (3 years)

Firstmerit Bank, N.A

2011 - 2013 (2 years)

Firstmerit Financial Services

2009 - 2009 (< 1 year)

Hendren Sealcoat

2009 - 2011 (2 years)

Redbrick Mortgage

2008 - 2009 (1 year)

Miami University

Disclosures

Joshua Beitel has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cambridge Investment Research Advisors, Inc

Christopher Bishop
Leesburg, VA
Matthew Riordan
Evansville, IN
Joshua Rivlin
Owings Mills, MD
Joshua Beitel
Traverse City, MI
Lindsey Reyes
Fairfield, IA
Shivjinder Dhillon
Cleveland, OH
Divam Mehta
Henrico, VA
Seth Cecil
Fairfield, IA

This content was compiled from the SEC and FINRA.

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