Shivjinder
Dhillon

Cambridge Investment Research Advisors, Inc

CRD#5790417
Investment Advisor
in Cleveland, OH

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About this Advisor

Shivjinder Dhillon is a financial advisor working out of Cleveland, Ohio, who has been in the financial industry for 10 years. Dhillon is an advisor for Cambridge Investment Research Advisors, Inc. The advisor has gained experience at Mayfield Financial Services Inc, Hdvest Investment Services, Thomas Lending, LLC, Mayfield Wealth Management, Cambridge Investment Research, Inc and Cambridge Investment Research Advisors. Dhillon can work in Ohio. Cambridge Investment Research Advisors, Inc is a financial advisory firm operating in Cleveland, Ohio. The firm has offices in 1,728 locations and a total of 2,672 financial advisors. It oversees $40 billion in assets among its 225,374 accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm provides services to 175 charitable organizations. Of its 225,374 client accounts, just 7% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Cambridge Investment Research Advisors, Inc performs a broad assortment 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. Financial management fees typically are based on which services are provided. Fees charged by Cambridge Investment Research Advisors, Inc most likely include asset-based, hourly, fixed, commission-based and other fees.

Years of Experience

10 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

Disclosures

Yes

Office Location

26451 Curtiss Wright Pkwy Ste 100
Cleveland, OH 44143

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$44,327,336,213

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

2,857

OH Average: 166
Total Number of Accounts

276,236

OH Average: 7,189
Average Account Size

$160,469

OH Average: $1,287,990

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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

Shivjinder Dhillon Work History

Shivjinder has 10 years of experience.

2013 - Present (6 years)

Cambridge Investment Research, Inc

2013 - Present (6 years)

Cambridge Investment Research Advisors

2011 - Present (8 years)

Mayfield Wealth Management

2009 - Present (10 years)

Mayfield Financial Services Inc

2008 - Present (11 years)

Thomas Lending, LLC

2010 - 2013 (3 years)

Hdvest Investment Services

Disclosures

Shivjinder Dhillon has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cambridge Investment Research Advisors, Inc

Christopher Bishop
Leesburg, VA
Matthew Riordan
Evansville, IN
Joshua Rivlin
Owings Mills, MD
Joshua Beitel
Traverse City, MI
Lindsey Reyes
Fairfield, IA
Shivjinder Dhillon
Cleveland, OH
Divam Mehta
Henrico, VA
Seth Cecil
Fairfield, IA

This content was compiled from the SEC and FINRA.

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