Paul
Rotell
Cambridge Investment Research Advisors, Inc
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About this Advisor
Paul Rotell is a certified financial planner operating in Boston, Massachusetts who has 4 years of industry experience. Rotell is on the advisory team at Cambridge Investment Research Advisors, Inc. Throughout their career, they have worked at Nfp Securities, Inc, Rotell & Associates, Cambridge Investment Research, Inc and Cambridge Investment Research Advisors, Inc. Rotell holds Series 63, Series 65 and Series 66 licenses, which qualify them as both a securities agent and an investment advisor representative, and can operate in Florida, Massachusetts and Texas. Cambridge Investment Research Advisors, Inc is a financial advisory firm that has its headquarters in Fairfield, IA. It has offices in 2,023 locations and a total of 3,352 financial advisors. It administers $82 billion in assets under management among its 461,370 client accounts, placing it among the largest firms in the United States by assets under management. The firm advises 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 offers a number 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 typically depend on which service is provided. Fees charged by Cambridge Investment Research Advisors, Inc most likely 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
$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
Paul Rotell Work History
Paul has been registered as a financial advisor for 4 years.*
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
Rotell & Associates
Nfp Securities, 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 Paul Rotell 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
Houston, TX
Tolland, CT
Kennesaw, GA
Fairfield, IA
Roanoke, TX
Staten Island, NY
Brentwood, TN
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.
