Joshalyn
Baca

Cambridge Investment Research Advisors, Inc

CRD#4043144
Investment Advisor
in Albuquerque, NM

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About this Advisor

Joshalyn Baca is an investment advisor in Albuquerque, New Mexico. Currently an investment advisor at Cambridge Investment Research Advisors, Inc, Baca has 12 years of work experience. Baca holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative. Baca can work with customers in New Mexico. Throughout their career, Baca has worked at Ubs Financial Services Inc, Cambridge Investment Research, Inc and Cambridge Investment Research Advisors, Inc. Cambridge Investment Research Advisors, Inc is located in Albuquerque, New Mexico, and has 1,905 offices in the United States. In total, Cambridge Investment Research Advisors, Inc manages $56 billion in assets covering 297,440 accounts and employs more than 2,982 people. The level of assets currently under the firm's management places it among the biggest firms in the United States. The firm manages 268,970 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 10% of the advisory firm's clients are high-net-worth individuals, meaning they have more than $1 million in investable assets. Cambridge Investment Research Advisors, Inc can offer 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. The firm's fees may include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

12 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

Disclosures

No

Office Location

316 Osuna Road Ne, Suite 400
Albuquerque, NM 87107

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$56,158,947,875

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

2,982

NM Average: 166
Total Number of Accounts

297,440

NM Average: 7,189
Average Account Size

$188,808

NM Average: $1,287,990

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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

Joshalyn Baca Work History

Joshalyn has 12 years of experience.

2017 - Present (4 years)

Cambridge Investment Research, Inc

2017 - Present (4 years)

Cambridge Investment Research Advisors, Inc

2008 - 2017 (9 years)

Ubs Financial Services Inc

Disclosures

Joshalyn Baca has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cambridge Investment Research Advisors, Inc

Craig Swan
Colorado Springs, CO
Eric Delaney
Paramus, NJ
Steven Howard
West Springfield, MA
Allen Keller
Tampa, FL
Michael Eardley
Hollidaysburg, PA
R.Philip Petrowski
Madison, WI
David Cohen
Boca Raton, FL
Bruce Ginn
Augusta, GA

This content was compiled from the SEC and FINRA.

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