Sarah
Reames

Cambridge Investment Research Advisors, Inc

CRD#4443013
Investment Advisor
in Matthews, NC

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Sarah Reames is a personal financial specialist who works in Matthews, North Carolina who has 3 years of relevant experience. Reames currently works for Cambridge Investment Research Advisors, Inc. Throughout their career, they have worked at Avantax Investment Services, Inc, Avantax Advisory Services, Avantax Insurance Agency, LLC, Fiduciary Appointment, Sarah Reames, Cannoli LLC, Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc and Sarah N Reames Cpa, Pllc. Reames holds a Series 63 license, qualifying them as a securities representative, and is able to advise clients in North Carolina. Cambridge Investment Research Advisors, Inc is an advisory firm based 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 between its 461,370 customer accounts, making it one of the biggest firms in the country by assets under management. The firm serves six charitable organizations. Of its 461,370 accounts, just 10% are associated with high-net-worth investors who have more than $1 million in assets. Cambridge Investment Research Advisors, Inc offers a diverse 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. Fees charged by financial advisors usually vary depending on which services are offered. Fees charged by Cambridge Investment Research Advisors, Inc likely consist of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Personal Financial Specialist

Years Registered*

3 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

2548 Plantation Center Dr. Ste. 2
Matthews, NC 28105

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Sarah Reames Work History

Sarah has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Cambridge Investment Research, Inc

2020 - Present (4 years)

Cambridge Investment Research Advisors, Inc

2019 - Present (5 years)

Sarah Reames

2018 - Present (6 years)

Cannoli LLC

2017 - Present (7 years)

Fiduciary Appointment

2017 - Present (7 years)

Fiduciary Appointment

1988 - Present (36 years)

Sarah N Reames Cpa, Pllc

2016 - 2020 (4 years)

Avantax Insurance Agency, LLC

2002 - 2020 (18 years)

Avantax Advisory Services

2001 - 2020 (19 years)

Avantax Investment Services, Inc

*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 Sarah Reames 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

Mitchell Robinson
Tulsa, OK
Lyndon Crawford
Des Moines, IA
John Ladick
Fairfield, IA
Justin Mulholland
Ann Arbor, MI
Winston Malone
Roanoke, TX
Enrico Bawar
Staten Island, NY
Crescencio Alvarez
Fairfield, IA
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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started