Harry
Beatty
Cambridge Investment Research Advisors, Inc
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About this Advisor
Harry Beatty is a financial advisor who works out of Garden City, New York who has 2 years of industry experience. Beatty works at Cambridge Investment Research Advisors, Inc. Throughout their career, they have worked at Investors Capital Corporation, Fsc Securities Corp, Cambridge Investment Research, Inc and Cambridge Investment Research Advisors, Inc. Beatty maintains Series 63 and Series 66 licenses, certifying them as a securities agent, and is registered to operate in New York. Cambridge Investment Research Advisors, Inc is a firm operating out of Fairfield, IA. The investment advisory business has offices in 2,023 locations and a total of 3,352 employees. It controls $82 billion in assets under management across its 461,370 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm serves 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 diverse 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. Financial management fees usually vary depending on the type of financial services provided. However, fees billed by Cambridge Investment Research Advisors, Inc most likely consist of any combination 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
Harry Beatty Work History
Harry has been registered as a financial advisor for 2 years.*
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
Fsc Securities Corp
Investors Capital 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 Harry Beatty 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
Cleveland, OH
Cincinnati, OH
Tolland, CT
Salt Lake City, UT
Roanoke, TX
Staten Island, NY
Fairfield, IA
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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