Brittany
Deweese

Cambridge Investment Research Advisors, Inc

CRD#5961410
Investment Advisor
in Oregon, OH

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About this Advisor

Brittany Deweese is a financial advisor operating in Oregon, Ohio, with 5 years of industry experience. Deweese currently works for Cambridge Investment Research Advisors, Inc. Over the course of their career, they have held roles at Cambridge Investment Research, Inc, S & D Capital and Cambridge Investment Research Advisors, Inc. Deweese maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Ohio. Cambridge Investment Research Advisors, Inc is an advisory company that has its headquarters in Fairfield, IA. The investment advisory business has offices in 2,023 locations and a total of 3,352 advisors. It administers $82 billion in assets under management among its 461,370 accounts, placing it among the biggest firms in the country by assets under management. The firm advises six charitable organizations. Of its 461,370 accounts, just 10% belong to high-net-worth investors who have greater than $1 million in assets. Cambridge Investment Research Advisors, Inc has a diverse assortment 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. Financial advisory fee schedules usually vary depending on which services the firm provides the client. Fees billed by Cambridge Investment Research Advisors, Inc can include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

5 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

3150 Dustin Rd. Suite 2
Oregon, OH 43616

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$82,427,818,654

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

3,352

OH Average: 166
Total Number of Accounts

461,370

OH Average: 7,189
Average Account Size

$178,659

OH 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

Brittany Deweese Work History

Brittany has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Cambridge Investment Research Advisors, Inc

2016 - Present (8 years)

Cambridge Investment Research, Inc

2011 - Present (13 years)

S & D Capital

*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 Brittany Deweese 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

John Ladick
Fairfield, IA
Herbert Modrak
Glen Allen, VA
Laurie Taylor
Ormond Beach, FL
Ryan Bouchard
Kennesaw, GA
Winston Malone
Roanoke, TX
Enrico Bawar
Staten Island, NY
James Hinson
Brentwood, TN
Crescencio Alvarez
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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