Cambridge Investment Research Advisors, Inc
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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
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Cambridge Investment Research Advisors, Inc Brokerage Details
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.*
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
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.
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.
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