Eric
Bahr

Cambridge Investment Research Advisors, Inc

CRD#1711784
Investment Advisor
in Stratham, NH

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About this Advisor

Eric Bahr is a financial advisor operating in Stratham, New Hampshire who has 6 years of relevant experience. Bahr is an employee of Cambridge Investment Research Advisors, Inc. Throughout their career, they have worked at Lincoln Financial Securities Corporation, Cambridge Investment Research, Inc and Cambridge Investment Research Advisors, Inc. Bahr holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in New Hampshire. Cambridge Investment Research Advisors, Inc is a financial advisory business headquartered in Fairfield, IA. It has offices in 2,023 locations and a total of 3,352 advisors. It manages $82 billion in total assets across its 461,370 accounts, making it one of the largest investment 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% are held by high-net-worth clients who have at least $1 million in investable assets. Cambridge Investment Research Advisors, Inc performs 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 for financial advisory services largely vary depending on which services the firm provides the client. However, fee types billed by Cambridge Investment Research Advisors, Inc can be comprised of any combination of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

6 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

Stratham, NH

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$82,427,818,654

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

3,352

NH Average: 166
Total Number of Accounts

461,370

NH Average: 7,189
Average Account Size

$178,659

NH 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

Eric Bahr Work History

Eric has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Cambridge Investment Research, Inc

2017 - Present (7 years)

Cambridge Investment Research Advisors, Inc

2008 - 2017 (9 years)

Lincoln Financial Securities Corporation

*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 Eric Bahr 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

Tomas Cern
Tolland, CT
Richard Habel
Salt Lake City, UT
Ryan Bouchard
Kennesaw, GA
John Ladick
Fairfield, IA
Winston Malone
Roanoke, TX
Enrico Bawar
Staten Island, NY
James Hinson
Brentwood, TN
Crescencio Alvarez
Fairfield, IA

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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