Joe
Perry
Cambridge Investment Research Advisors, Inc
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About this Advisor
Joe Perry is a financial advisor who works out of Minneapolis, Minnesota with a total of 1 year of relevant experience. Perry currently works for Cambridge Investment Research Advisors, Inc. During their career, Perry has held roles at Us Navy, Kern Landscape, Lawn Ranger, Vw Of Inver Grove, Honda Of Inver Grove, Evolv LLC, Waddell & Reed Inc, Securities America, Inc, Securities America Advisors, Cambridge Investment Research, Inc and Cambridge Investment Research Advisors, Inc. Perry has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Minnesota. Cambridge Investment Research Advisors, Inc is a financial advisory company that has its headquarters in Fairfield, IA. The investment advisory business has offices in 2,023 locations and a total of 3,352 people on staff. It administers $82 billion in total assets between its 461,370 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm serves six charitable organizations. Of its 461,370 customer accounts, just 10% are held by high-net-worth clients who have greater than $1 million in assets. The firm provides a diverse array 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 depend on which services the firm provides the client. Fee types billed by Cambridge Investment Research Advisors, Inc can be comprised 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
Joe Perry Work History
Joe has been registered as a financial advisor for 1 years.*
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
Securities America, Inc
Securities America Advisors
Waddell & Reed Inc
Vw Of Inver Grove
Honda Of Inver Grove
Evolv LLC
Kern Landscape
Lawn Ranger
Us Navy
*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 Joe Perry 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
Villa Grove, IL
Warrenton, VA
Fairfield, IA
Belmont, NC
Fairfield, IA
Charlotte, NC
Cincinnati, OH
Cedar Grove, NC
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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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
