Cambridge Investment Research Advisors, Inc
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About this Advisor
Joseph Straka is a financial advisor who works out of Kearney, Nebraska with a total of 13 years of relevant experience. Straka currently works for Cambridge Investment Research Advisors, Inc. Straka has gained experience at Cambridge Investment Research, Inc and Cambridge Investment Research Advisors, Inc. Straka has Series 63 and Series 66 licenses, certifying them as a securities agent, and is able to work in Nebraska. Cambridge Investment Research Advisors, Inc is an advisory business headquartered in Fairfield, IA. The investment advisory business has offices in 2,023 locations and a total of 3,352 people on staff. It oversees $82 billion in assets under management across its 461,370 accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides services to six charitable organizations. Of its 461,370 client accounts, just 10% belong to high-net-worth clients who have more than $1 million in investable assets. 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 fees usually depend on which services the firm provides the client. However, fees billed by Cambridge Investment Research Advisors, Inc likely are comprised of asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
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Cambridge Investment Research Advisors, Inc Brokerage Details
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
Joseph Straka Work History
Joseph has been registered as a financial advisor for 13 years.*
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
*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.
Please visit the SEC profile of Joseph Straka 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
Glen Allen, VA
Ormond Beach, FL
Staten Island, NY
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