Anthony
Steffan

About this Advisor

Anthony Steffan is a certified financial planner based out of Albuquerque, New Mexico, with 12 years of professional experience. Steffan currently works for Cambridge Investment Research Advisors, Inc. Throughout their career, Steffan has worked at Ubs Financial Services Inc, Cambridge Investment Research Advisors, Inc and Cambridge Investment Research, Inc. Steffan maintains a Series 63 license, which qualifies them as a securities broker, and is able to operate in New Mexico and Texas. Cambridge Investment Research Advisors, Inc is a registered investment firm that has its headquarters in Albuquerque, New Mexico. The company has offices in 1,905 locations and a total of 2,982 people on staff. It administers $56 billion in total assets between its 297,440 accounts, placing it among the largest firms in the United States by assets under management. The firm provides financial advice to five charities and foundations. Of its 297,440 customer accounts, just 10% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Cambridge Investment Research Advisors, Inc has a broad range 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. A financial advisor's fee schedules largely are based on which services the firm provides the client. Fee types charged by Cambridge Investment Research Advisors, Inc likely consist of some blend of asset-based, hourly, fixed, commission-based and other fees.