Curtis
Goddard
Cambridge Investment Research Advisors, Inc
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About this Advisor
Curtis Goddard is a financial advisor based in Tulsa, Oklahoma who has 3 years of industry experience. Goddard currently works for Cambridge Investment Research Advisors, Inc. During their career, Goddard has held roles at Cetera Advisors LLC, Utica Benefits Resource Group, LLC, Cambridge Investment Research Advisors, Inc, Superior Benefit Specialists LLC and Cambridge Investment Research, Inc. Goddard maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in Oklahoma and Texas. Cambridge Investment Research Advisors, Inc is a financial advisory firm that has its headquarters in Fairfield, IA. The investment advisory business has offices in 2,023 locations and a total of 3,352 financial advisors. It handles $82 billion in total assets among its 461,370 client accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm provides financial advice to six charities and foundations. Of its 461,370 client accounts, just 10% are associated with high-net-worth investors who have at least $1 million in assets. Cambridge Investment Research Advisors, Inc provides 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. Fees charged by financial advisors typically vary depending on which service is provided. However, fee types charged by Cambridge Investment Research Advisors, Inc most likely are comprised of any blend of asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cambridge Investment Research Advisors, Inc Brokerage Details
$82,427,818,654
3,352
461,370
$178,659
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
Curtis Goddard Work History
Curtis has been registered as a financial advisor for 3 years.*
Cambridge Investment Research Advisors, Inc
Cambridge Investment Research, Inc
Superior Benefit Specialists LLC
Utica Benefits Resource Group, LLC
Cetera Advisors LLC
*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 Curtis Goddard 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
Tulsa, OK
Des Moines, IA
Glen Allen, VA
Salt Lake City, UT
Brentwood, TN
Staten Island, NY
Fairfield, IA
Ormond Beach, FL
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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