Stacy
Foote
Cambridge Investment Research Advisors, Inc
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About this Advisor
Stacy Foote is a financial advisor based out of Kalamazoo, Michigan, with 10 years of industry experience. Foote is currently employed by Cambridge Investment Research Advisors, Inc. Foote has gained experience at Edward Jones, Cambridge Investment Research, Inc and Cambridge Investment Research Advisors, Inc. Foote has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to advise clients in Michigan. Cambridge Investment Research Advisors, Inc is a financial advisory company based out of Fairfield, IA. The firm has offices in 2,023 locations and a total of 3,352 employees. It controls $82 billion in assets between its 461,370 accounts, making it one of the largest firms in the United States by assets under management. The firm advises six charities and foundations. Of its 461,370 customer accounts, just 10% belong to high-net-worth investors who have greater than $1 million in assets. Cambridge Investment Research Advisors, Inc performs a diverse array 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 vary depending on which services the firm provides the client. Fee types charged by Cambridge Investment Research Advisors, Inc most likely include some blend 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
Stacy Foote Work History
Stacy has been registered as a financial advisor for 10 years.*
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
Edward Jones
*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 Stacy Foote 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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