Adam
Bethel

Cambridge Investment Research Advisors, Inc

CRD#4671516
Investment Advisor
in Columbia, MO
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About this Advisor

Adam Bethel is a financial advisor working out of Columbia, Missouri, who has been in the industry for 11 years. Bethel currently works for Cambridge Investment Research Advisors, Inc. Throughout their career, they have worked at Cambridge Investment Research Advisors, Inc, National Planning Corporation and Cambridge Investment Research, Inc. Bethel holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Missouri and Texas. Cambridge Investment Research Advisors, Inc is a registered investment company that has its headquarters in Columbia, Missouri. It has offices in 1,728 locations and a total of 2,672 employees. It handles $40 billion in assets under management among its 225,374 accounts, making it one of the biggest firms in the country by assets under management. The firm provides financial advice to 175 charities and foundations. Of its 225,374 accounts, just 7% are associated with high-net-worth clients who have more than $1 million in investable assets. The company provides a broad range 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. Fees charged by financial advisors vary depending on which services the firm provides the client. Fee types charged by Cambridge Investment Research Advisors, Inc likely include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

11 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

Disclosures

No

Office Location

302 Campusview Dr., Ste 201
Columbia, MO 65201

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$40,310,842,455

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

2,672

MO Average: 166
Total Number of Accounts

225,374

MO Average: 7,189

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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

Adam Bethel Work History

Adam has 11 years of experience.

2017 - Present (1 years)

Cambridge Investment Research Advisors, Inc

2017 - Present (1 years)

Cambridge Investment Research, Inc

2007 - 2017 (10 years)

National Planning Corporation

Disclosures

Adam Bethel has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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