Eric
Albright

Cambridge Investment Research Advisors, Inc

CRD#4193503
Investment Advisor
in Mason, OH

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About this Advisor

Eric Albright is a financial advisor who works in Mason, Ohio with a total of 9 years of relevant experience. Albright is currently employed by Cambridge Investment Research Advisors, Inc. Over the course of their career, Albright has held roles at Whitehall Financial Services, Kms Financial Services, Inc, Cambridge Investment Reseach Inc and Cambridge Investment Research Advisors Inc. Albright holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Ohio. Cambridge Investment Research Advisors, Inc is a business that has its headquarters in Fairfield, IA. The investment advisory business has offices in 2,023 locations and a total of 3,352 people on staff. It has $82 billion in total assets between its 461,370 customer accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm serves six charitable organizations. Of its 461,370 client accounts, just 10% are held by high-net-worth individuals who have at least $1 million in assets. The company has a broad array 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 typically vary depending on which service is provided. Fees charged by Cambridge Investment Research Advisors, Inc likely are comprised of any blend of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

9 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

3611 Socialville Foster Rd. Ste. 102
Mason, OH 45040

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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

Eric Albright Work History

Eric has been registered as a financial advisor for 9 years.*

2014 - Present (10 years)

Cambridge Investment Reseach Inc

2014 - Present (10 years)

Cambridge Investment Research Advisors Inc

2010 - 2014 (4 years)

Kms Financial Services, Inc

2006 - 2014 (8 years)

Whitehall Financial Services

*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 Eric Albright 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

Justin Mulholland
Ann Arbor, MI
Stacy Robinson
South Haven, MI
Herbert Modrak
Glen Allen, VA
Richard Habel
Salt Lake City, UT
Mitchell Robinson
Tulsa, OK
Enrico Bawar
Staten Island, NY
Crescencio Alvarez
Fairfield, IA
Ryan Bouchard
Kennesaw, GA

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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