Scott
Rooney
Cambridge Investment Research Advisors, Inc
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About this Advisor
Scott Rooney is a financial advisor based out of Bloomfield Hills, Michigan with a total of 6 years of relevant experience. Rooney is currently employed by Cambridge Investment Research Advisors, Inc. Throughout their career, they have worked at National Planning Corporation, Cambridge Investment Research Advisors, Inc and Cambridge Investment Research, Inc. Rooney holds Series 63 and Series 66 licenses, designating them as a securities agent, and is able to serve investors in Michigan and Texas. Cambridge Investment Research Advisors, Inc is an advisory firm that has its headquarters in Fairfield, IA. The company has offices in 2,023 locations and a total of 3,352 employees. It controls $82 billion in assets between its 461,370 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm serves six charities and foundations. Of its 461,370 client accounts, just 10% belong to high-net-worth investors who have at least $1 million in assets. Cambridge Investment Research Advisors, Inc offers a wide range 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 for financial advice typically are based on which services are provided. Fees charged by Cambridge Investment Research Advisors, Inc may include any combination of asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cambridge Investment Research Advisors, Inc Brokerage Details
$82,427,818,654
3,352
461,370
$178,659
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
Scott Rooney Work History
Scott has been registered as a financial advisor for 6 years.*
Cambridge Investment Research Advisors, Inc
Cambridge Investment Research, Inc
National Planning Corporation
*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 Scott Rooney 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
Fairfield, IA
Glen Allen, VA
Ormond Beach, FL
Kennesaw, GA
Roanoke, TX
Staten Island, NY
Brentwood, TN
Fairfield, IA
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