Shivjinder
Dhillon

Cambridge Investment Research Advisors, Inc

CRD#5790417
Investment Advisor
in Cleveland, OH

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Shivjinder Dhillon is a financial advisor who works out of Cleveland, Ohio, who has been in the advisory business for 11 years. Dhillon is an employee of Cambridge Investment Research Advisors, Inc. Throughout their career, Dhillon has worked 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 operate in Ohio. Cambridge Investment Research Advisors, Inc is an advisory business headquartered in Cleveland, Ohio. The investment advisory business has offices in 1,728 locations and a total of 2,857 people on staff. It oversees $44 billion in total assets between its 276,236 accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm advises four charities and foundations. Of its 276,236 client accounts, just 9% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The company provides a number 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. Fees charged by financial advisors depend on the type of services. Fees billed by Cambridge Investment Research Advisors, Inc likely include asset-based, hourly, fixed, commission-based and other fees.

Years of Experience

12 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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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 12 years of experience.

2013 - Present (7 years)

Cambridge Investment Research, Inc

2013 - Present (7 years)

Cambridge Investment Research Advisors

2011 - Present (9 years)

Mayfield Wealth Management

2009 - Present (11 years)

Mayfield Financial Services Inc

2008 - Present (12 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

Michael Eardley
Hollidaysburg, PA
Mark Mertens
Saint Louis, MO
Brian Hines
Harleysville, PA
Yvonne Loar
Clarksburg, WV
John Paull
Archbald, PA
Robert Hopper
Harrisburg, PA
Ronald Stricker
Des Plaines, IL
Richard Lullo
Houston, TX

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started