Kevin
Diamond
Cambridge Investment Research Advisors, Inc
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About this Advisor
Kevin Diamond is a financial advisor working in Rockville Centre, New York with a total of 2 years of relevant experience. Diamond is on the advisory team at Cambridge Investment Research Advisors, Inc. Throughout their career, they have worked at Wells Fargo Advisors LLC, Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, Hsbc Bank Usa National Association and Hsbc Securities (Usa) Inc. Diamond maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in New York and Texas. Cambridge Investment Research Advisors, Inc is a registered investment business based in Fairfield, IA. The firm has offices in 2,023 locations and a total of 3,352 employees. It has $82 billion in total assets among its 461,370 accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm serves six charities and foundations. Of its 461,370 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 offers a wide assortment 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 advisory fee schedules are based on which service is offered. However, fees billed by Cambridge Investment Research Advisors, Inc can include 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
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$82,427,818,654
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
3,352
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461,370
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$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
Kevin Diamond Work History
Kevin has been registered as a financial advisor for 2 years.*
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
Hsbc Bank Usa National Association
Hsbc Securities (Usa) Inc
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
Wells Fargo Advisors LLC
*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 Kevin Diamond 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
Ann Arbor, MI
Des Moines, IA
Kennesaw, GA
Fairfield, IA
Roanoke, TX
Staten Island, NY
Brentwood, TN
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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