Cambridge Investment Research Advisors, Inc
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About this Advisor
Kevin Currutt is a certified financial planner and chartered financial consultant who works in Cleveland, Ohio, with 1 year of industry experience. Currutt is an advisor for Cambridge Investment Research Advisors, Inc. The advisor has gained experience at Surefoot, Montage Hotel And Resorts, Farm Bureau Financial Services, Mountain West Farm Bureau, Fbl Marketing, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Northwestern Mutual Wealth Management Company, Cambridge Investment Research, Inc and Cambridge Investment Research Advisors, Inc. Currutt has Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and can operate in Ohio. Cambridge Investment Research Advisors, Inc is a financial advisory company based out of Fairfield, IA. The company has offices in 2,023 locations and a total of 3,352 employees. It administers $82 billion in total assets across its 461,370 client accounts, making it one of the biggest firms in the nation by assets under management. The firm serves six charities and foundations. Of its 461,370 customer accounts, just 10% belong to high-net-worth investors who have at least $1 million in investable assets. The company performs 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. A financial advisor's fees largely are based on which services are offered. However, fee types charged by Cambridge Investment Research Advisors, Inc may include asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
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Cambridge Investment Research Advisors, Inc Brokerage Details
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
Kevin Currutt Work History
Kevin has been registered as a financial advisor for 1 years.*
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services LLC
Northwestern Mutual Wealth Management Company
Farm Bureau Financial Services
Mountain West Farm Bureau
Montage Hotel And Resorts
*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.
Please visit the SEC profile of Kevin Currutt 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
Glen Allen, VA
Ormond Beach, FL
Staten Island, NY
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 firstname.lastname@example.org.
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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.