Devin
Zeisset
Cambridge Investment Research Advisors, Inc
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About this Advisor
Devin Zeisset is a financial advisor based in Oregon, Ohio, working with Cambridge Investment Research Advisors, Inc. Devin has previously held positions at Concourse Financial Group Securities Inc, Oregon Insurance Agency, Huntington National Bank, Lifestyle Communities, Ohio State University Department Of Athletics, The Ohio State University, Mansfield Hardware & Supply, The 2Nd & 7 Foundation, United States Marine Corps, America'S Mattress, Cambridge Investment Research, Inc, and Cambridge Investment Research Advisors, Inc. Devin has passed the Series 66 regulatory exam and is registered to provide services in Ohio. Currently, Devin is part of Cambridge Investment Research Advisors, Inc, which operates out of Oregon, Ohio. The firm has 2,192 offices and 3,312 employees. The firm manages assets totaling $87.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at Cambridge Investment Research Advisors, Inc includes asset-based, hourly, fixed, commission-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cambridge Investment Research Advisors, Inc Brokerage Details
$87,368,733,496
3,312
448,526
$194,791
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
Devin Zeisset Work History
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
Oregon Insurance Agency
Concourse Financial Group Securities Inc
Huntington National Bank
Lifestyle Communities
The 2Nd & 7 Foundation
Ohio State University Department Of Athletics
Mansfield Hardware & Supply
The Ohio State University
America'S Mattress
United States Marine Corps
Disclosures
Please visit the SEC profile of Devin Zeisset 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
Greenville, IL
Grand Junction, CO
Rochester, MI
Deerfield, IL
Camp Hill, PA
Dothan, AL
Massena, NY
Ramsey, MN
The content in this profile was updated by SmartAsset on 6/19/2024. 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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