Carl
Dewar

Cambridge Investment Research Advisors, Inc

CRD#1277720
Investment Advisor
in Charlotte, NC
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About this Advisor

Carl Dewar is an advisor in Charlotte, North Carolina. Currently a registered financial advisor with Cambridge Investment Research Advisors, Inc, Dewar has 16 years of practice as a registered investment advisor. Dewar holds a Series 63 license, which qualifies them as a securities broker. Dewar is registered to operate in North Carolina. During their career, Dewar has held roles at Cambridge Investment Research Advisors, Inc, Tower Square Securities, Inc and Cambridge Investment Research, Inc. Cambridge Investment Research Advisors, Inc is headquartered in Charlotte, North Carolina, and operates out of 1,728 additional brick-and-mortar locations across the United States. As a firm, Cambridge Investment Research Advisors, Inc manages $40 billion in assets throughout 225,374 accounts and employs more than 2,672 people. The firm's total assets under management makes it one of the largest firms in the country. The firm manages 196,087 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 7% of the investment firm's customers are high-net-worth individuals, meaning they have over $1 million in investable assets. Cambridge Investment Research Advisors, Inc provides 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 63, Chartered Financial Consultant

Years of Experience

16 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

Yes

Office Location

11430 N Community House Rd Ste 260
Charlotte, NC 28277

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$44,327,336,213

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

2,857

NC Average: 166
Total Number of Accounts

276,236

NC Average: 7,189
Average Account Size

$160,469

NC 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

Carl Dewar Work History

Carl has 16 years of experience.

2011 - Present (8 years)

Cambridge Investment Research Advisors, Inc

2011 - Present (8 years)

Cambridge Investment Research, Inc

2002 - 2011 (9 years)

Tower Square Securities, Inc

Disclosures

Carl Dewar has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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