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 an advisor based in Traverse City, Michigan. Currently an advisor with Cambridge Investment Research Advisors, Inc, they have accrued 10 years of professional experience in the financial advisory industry. Beitel holds a Series 66 license, which designates the advisor as both a securities agent and an investment advisor representative. Beitel is registered to serve customers based out of Michigan. Throughout their career, they have worked at Pruco Securities, LLC, Prudential Insurance Company Of America, Redbrick Mortgage, Firstmerit Bank, N.A, Firstmerit Financial Services, Lpl Financial LLC, Fifth Third Securities, Cetera Investment Services LLC, Cetera Investment Advisers LLC, Chemical Bank, Cambridge Investment Research, Inc and Cambridge Investment Research Advisors, Inc. Cambridge Investment Research Advisors, Inc is headquartered in Traverse City, Michigan, and operates out of 1,728 additional locations across the country. As a registered advisory firm, Cambridge Investment Research Advisors, Inc manages $44 billion in assets covering 276,236 client accounts and retains more than 2,857 people. The level of assets currently under the firm's management places it among the biggest financial advisory firms in the country. The firm manages 243,822 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 9% of the investment firm's investors are high-net-worth individuals, meaning they have more than $1 million in assets. Cambridge Investment Research Advisors, Inc provides 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. The firm may charge clients asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

11 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 11 years of experience.

2018 - Present (2 years)

Cambridge Investment Research, Inc

2018 - Present (2 years)

Cambridge Investment Research Advisors, 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 - 2011 (2 years)

Redbrick Mortgage

Disclosures

Joshua Beitel has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cambridge Investment Research Advisors, Inc

Ellis Grossnickle
Harrisburg, PA
Scott Derr
Harrisburg, PA
Colin Gray
Ormond Beach, FL
John Paull
Archbald, PA
Martha Hopler
Mclean, VA
Mark Mertens
Saint Louis, MO
Daniel Brixius
Harrisburg, PA
James Persano
East Windsor, CT

This content was compiled from the SEC and FINRA.

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