Melissa
Wagner
Cambridge Investment Research Advisors, Inc
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About this Advisor
Melissa Wagner is a financial advisor based out of Las Cruces, New Mexico who has 1 year of relevant experience. Wagner is currently employed by Cambridge Investment Research Advisors, Inc. Their career trajectory has included roles at Cambridge Investment Research, Inc, Amazon Mechanical Turk, N/A, Wagner Financial Services, LLC and Cambridge Investment Research Advisors, Inc. Wagner holds Series 63 and Series 66 licenses, qualifying them as a securities representative, and is approved to operate in New Mexico and Texas. Cambridge Investment Research Advisors, Inc is a company based out of Fairfield, IA. The company has offices in 2,023 locations and a total of 3,352 employees. It handles $82 billion in assets across its 461,370 accounts, placing it among the largest firms in the United States by assets under management. The firm advises six charitable organizations. Of its 461,370 customer accounts, just 10% belong to high-net-worth clients who have more than $1 million in assets. Cambridge Investment Research Advisors, Inc performs a broad assortment 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 advisory services 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
Years Registered*
Services Offered
Fee Structure
Office Location
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Cambridge Investment Research Advisors, Inc Brokerage Details
$82,427,818,654
3,352
461,370
$178,659
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
Melissa Wagner Work History
Melissa has been registered as a financial advisor for 1 years.*
Cambridge Investment Research Advisors, Inc
Cambridge Investment Research, Inc
Cambridge Investment Research, Inc
Wagner Financial Services, LLC
Amazon Mechanical Turk
N/A
*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 Melissa Wagner 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
Houston, TX
Tulsa, OK
Fairfield, IA
Glen Allen, VA
Tolland, CT
Staten Island, NY
Ormond Beach, FL
Kennesaw, GA
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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