Amy
Walls

Cambridge Investment Research Advisors, Inc

CRD#4638698
Investment Advisor
in Portland, OR
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About this Advisor

Amy Walls is a Certified Financial Planner working out of Portland, Oregon, who has been in the advisory business for 15 years. Walls is currently employed by Cambridge Investment Research Advisors, Inc. During their career, the advisor has held roles at American Express Financial Advisors, Ids Life Insurance Company, Blue Water Wealth and Cambridge Investment Research Advisors, Inc. Walls holds a Series 7 and a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Oregon, Alaska, Arizona, California, Maryland, Michigan, Texas, and Washington. Cambridge Investment Research Advisors, Inc is a company operating in Portland, Oregon. It has offices in 1,728 locations and a total of 2,672 people on staff. It oversees $40 billion in assets under management between its 225,374 accounts, making it one of the biggest firms in the nation by assets under management. The firm serves 175 charities and foundations. Of its 225,374 customer accounts, just 7% are held by high-net-worth individuals who have more than $1 million in investable assets. Cambridge Investment Research Advisors, Inc provides a diverse 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. Fees for financial advisory services typically are based on which service is offered. However, fee types charged by Cambridge Investment Research Advisors, Inc most likely are comprised of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

15 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

No

Office Location

650 Ne Holladay Street, Suite 1600
Portland, OR 97232

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$44,327,336,213

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

2,857

OR Average: 166
Total Number of Accounts

276,236

OR Average: 7,189
Average Account Size

$160,469

OR 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

Amy Walls Work History

Amy has 15 years of experience.

2016 - Present (3 years)

Cambridge Investment Research Advisors, Inc

2013 - Present (6 years)

Cambridge Investment Research Inc

2013 - 2016 (3 years)

Blue Water Wealth

2003 - 2013 (10 years)

American Express Financial Advisors

2003 - 2013 (10 years)

Ids Life Insurance Company

Disclosures

Amy Walls has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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