Peggy
Girard

Cambridge Investment Research Advisors, Inc

CRD#4405410
Investment Advisor
in Battle Creek, MI

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About this Advisor

Peggy Girard is a financial advisor based in Battle Creek, Michigan with a total of 5 years of industry experience. Girard is currently employed by Cambridge Investment Research Advisors, Inc. Throughout their career, Girard has worked at Raymond James & Associates, Cambridge Investment Research, Inc and Cambridge Investment Research Advisors, Inc. Girard has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Michigan. Cambridge Investment Research Advisors, Inc is a company based in Fairfield, IA. The investment advisory business has offices in 2,023 locations and a total of 3,352 people on staff. It has $82 billion in assets across its 461,370 accounts, placing it among the largest firms in the nation by assets under management. The firm serves six charities and foundations. Of its 461,370 customer accounts, just 10% are associated with high-net-worth clients who have greater than $1 million in investable assets. Cambridge Investment Research Advisors, Inc has a number 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. A financial advisor's fees typically are based on which services the firm provides the client. Fee types billed by Cambridge Investment Research Advisors, Inc likely include any combination of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

5 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

Office Location

7 Heritage Oak Lane Ste 4
Battle Creek, MI 49015

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$82,427,818,654

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

3,352

MI Average: 166
Total Number of Accounts

461,370

MI Average: 7,189
Average Account Size

$178,659

MI Average: $1,287,990

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

Peggy Girard Work History

Peggy has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Cambridge Investment Research, Inc

2018 - Present (6 years)

Cambridge Investment Research Advisors, Inc

2001 - 2017 (16 years)

Raymond James & Associates

*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 Peggy Girard 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

Ryan Mcginn
Malvern, PA
Andrew Latourelle
Bemidji, MN
Laurie Taylor
Ormond Beach, FL
Gregory Cherry
Belmont, NC
Winston Malone
Roanoke, TX
Enrico Bawar
Staten Island, NY
James Hinson
Brentwood, TN
Crescencio Alvarez
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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