Kendall
Wright

Cambridge Investment Research Advisors, Inc

CRD#2100316
Investment Advisor
in Flint, MI

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About this Advisor

Kendall Wright is a financial advisor working in Flint, Michigan, who has been in the industry for 29 years. Wright currently works for Cambridge Investment Research Advisors, Inc. Their career trajectory has included roles at 2337 Stone Bridge LLC, Complete Financial Planning (Dba), Transamerica Financial Advisors, Inc, Cambridge Investment Research, Inc and Cambridge Investment Research Advisors, Inc. Wright has Series 63 and Series 66 licenses, certifying them as a securities representative, and is approved to work in Michigan and Texas. Cambridge Investment Research Advisors, Inc is an advisory firm that has its headquarters in Flint, Michigan. The firm has offices in 1,905 locations and a total of 2,982 employees. It has $56 billion in assets among its 297,440 customer accounts, making it one of the biggest firms in the nation by assets under management. The firm advises five charitable organizations. Of its 297,440 customer accounts, just 10% belong to high-net-worth clients who have more than $1 million in investable assets. 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 charged by financial advisors vary depending on which services the firm provides the client. Fee types charged by Cambridge Investment Research Advisors, Inc can be comprised of some blend of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

29 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

2337 Stonebridge Drive Bldg F
Flint, MI 48532

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$56,158,947,875

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

2,982

MI Average: 166
Total Number of Accounts

297,440

MI Average: 7,189
Average Account Size

$188,808

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

Kendall Wright Work History

Kendall has 29 years of experience.

2016 - Present (5 years)

Cambridge Investment Research, Inc

2016 - Present (5 years)

Cambridge Investment Research Advisors, Inc

2006 - Present (15 years)

2337 Stone Bridge LLC

1991 - Present (30 years)

Complete Financial Planning (Dba)

2009 - 2016 (7 years)

Transamerica Financial Advisors, Inc

Disclosures

Kendall Wright has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cambridge Investment Research Advisors, Inc

Diony Concepcion
Norwalk, CT
Francis Gerham
Pittsford, NY
Shaun Hill
Sacramento, CA
Sarah Krenz
Fairfield, IA
James Freese
Fairfield, IA
Brian Murphy
Fairfield, IA
Howard Rightsell
Bloomington, IN
Michael Pananos
Tempe, AZ

This content was compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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