Justin
Wolfe

Cambridge Investment Research Advisors, Inc

CRD#3247451
Investment Advisor
in Wilmington, NC

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About this Advisor

Justin Wolfe is a financial advisor based in Wilmington, North Carolina who has 6 years of relevant experience. Wolfe is an employee of Cambridge Investment Research Advisors, Inc. The advisor has gained experience at Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc and Lpl Financial LLC. Wolfe has Series 63, Series 65 and Series 66 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in North Carolina. Cambridge Investment Research Advisors, Inc is an advisory business that has its headquarters in Fairfield, IA. The firm has offices in 2,023 locations and a total of 3,352 advisors. It handles $82 billion in total assets among its 461,370 customer accounts, making it one of the largest firms in the nation by assets under management. The firm advises six charities and foundations. Of its 461,370 client 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 number 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 charged by Cambridge Investment Research Advisors, Inc may include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Years Registered*

6 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

Office Location

1508 Military Cutoff, Suite 206
Wilmington, NC 28403

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$82,427,818,654

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

3,352

NC Average: 166
Total Number of Accounts

461,370

NC Average: 7,189
Average Account Size

$178,659

NC Average: $1,287,990

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

Justin Wolfe Work History

Justin has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Cambridge Investment Research, Inc

2017 - Present (7 years)

Cambridge Investment Research Advisors, Inc

2007 - 2017 (10 years)

Lpl Financial 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 Justin Wolfe 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

Nancy Rodriguez
Brownsville, TX
James Franceus
Lake Oswego, OR
Tomas Cern
Tolland, CT
Justin Mulholland
Ann Arbor, MI
Winston Malone
Roanoke, TX
Enrico Bawar
Staten Island, NY
James Hinson
Brentwood, TN
Laurie Taylor
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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