Darla
Pellersels

Cambridge Investment Research Advisors, Inc

CRD#6101954
Investment Advisor
in Henderson, NV

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About this Advisor

Darla Pellersels is a financial advisor based in Henderson, Nevada, with 5 years of relevant experience. Pellersels is currently employed by Cambridge Investment Research Advisors, Inc. Their career trajectory has included roles at Capital Choice Financial Services, Ccf Investments, Inc, Ameritas Investment Corp, Prosperity Financial Associates, Cambridge Investment Research, Inc and Cambridge Investment Research Advisors, Inc. Pellersels holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Nevada and Virginia. Cambridge Investment Research Advisors, Inc is a firm operating out of Fairfield, IA. The company has offices in 2,023 locations and a total of 3,352 employees. It manages $82 billion in total assets among its 461,370 customer accounts, making it one of the largest firms in the United States by assets under management. The firm serves 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 available to invest. The advisory firm provides a diverse set 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 for financial management typically are based on the type of financial services. However, fee types billed 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 Registered*

5 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

1489 W. Warm Spring Rd., Suite 110
Henderson, NV 89014

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$82,427,818,654

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

3,352

NV Average: 166
Total Number of Accounts

461,370

NV Average: 7,189
Average Account Size

$178,659

NV 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

Darla Pellersels Work History

Darla has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Cambridge Investment Research, Inc

2018 - Present (6 years)

Cambridge Investment Research Advisors, Inc

2010 - Present (14 years)

Capital Choice Financial Services

2010 - Present (14 years)

Prosperity Financial Associates

2017 - 2018 (1 year)

Ameritas Investment Corp

2013 - 2017 (4 years)

Ccf Investments, 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.

Disclosures

Please visit the SEC profile of Darla Pellersels 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

Herbert Modrak
Glen Allen, VA
Richard Habel
Salt Lake City, UT
Ryan Bouchard
Kennesaw, GA
John Ladick
Fairfield, IA
James Hinson
Brentwood, TN
Enrico Bawar
Staten Island, NY
Crescencio Alvarez
Fairfield, IA
Laurie Taylor
Ormond Beach, FL

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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