David
Grand

Cambridge Investment Research Advisors, Inc

CRD#2054995
Investment Advisor
in Saint Louis, MO

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About this Advisor

David Grand is a certified financial planner working in Saint Louis, Missouri with 10 years of industry experience. Grand currently works for Cambridge Investment Research Advisors, Inc. During their career, the advisor has held roles at Wells Fargo Advisors LLC, Cambridge Investment Research, Inc and Cambridge Investment Research Advisors, Inc. Grand holds Series 63 and Series 66 licenses, certifying them as a securities agent, and is approved to advise clients in Missouri. Cambridge Investment Research Advisors, Inc is an advisory business that has its headquarters in Fairfield, IA. It has offices in 2,023 locations and a total of 3,352 employees. It handles $82 billion in assets between its 461,370 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm provides financial advice to six charities and foundations. Of its 461,370 accounts, just 10% belong to high-net-worth clients who have greater than $1 million in assets available to invest. 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. Financial advisory fee schedules depend on which services the firm provides the client. Fee types charged by Cambridge Investment Research Advisors, Inc most likely are comprised of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

10 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

Office Location

130 S Bemiston Ave Ste 508
Saint Louis, MO 63105

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$82,427,818,654

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

3,352

MO Average: 166
Total Number of Accounts

461,370

MO Average: 7,189
Average Account Size

$178,659

MO Average: $1,287,990

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

David Grand Work History

David has been registered as a financial advisor for 10 years.*

2013 - Present (11 years)

Cambridge Investment Research, Inc

2013 - Present (11 years)

Cambridge Investment Research Advisors, Inc

2009 - 2013 (4 years)

Wells Fargo Advisors LLC

*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 David Grand 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

Lyndon Crawford
Des Moines, IA
Ryan Grote
Cincinnati, OH
Tomas Cern
Tolland, CT
Kevin Currutt
Cleveland, OH
Jeffrey Pratt
Portland, OR
James Hinson
Brentwood, TN
Laurie Taylor
Ormond Beach, FL
Andrew Wittich
Houston, TX

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.

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