Cambridge Investment Research Advisors, Inc
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About this Advisor
Barry Shevlin is a financial advisor who works out of Southampton, Pennsylvania who has 12 years of relevant experience. Shevlin is currently employed by Cambridge Investment Research Advisors, Inc. During their career, Shevlin has held roles at Shevlin Investments, Inc, Cambridge Investment Research, Inc and Cambridge Investment Research Advisors, Inc. Shevlin holds Series 63 and Series 66 licenses, which qualify them as a securities representative, and is registered to serve investors in Pennsylvania. Cambridge Investment Research Advisors, Inc is a financial advisory firm operating out of Fairfield, IA. The investment advisory business has offices in 2,023 locations and a total of 3,352 people on staff. It has $82 billion in total assets between its 461,370 client accounts, making it one of the largest firms in the United States by assets under management. The firm serves six charities and foundations. Of its 461,370 accounts, just 10% belong to high-net-worth investors who have more than $1 million in assets available to invest. The company has 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. A financial advisor's fees usually depend on which service is provided. However, fees billed by Cambridge Investment Research Advisors, Inc likely 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
Barry Shevlin Work History
Barry has been registered as a financial advisor for 12 years.*
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
Shevlin Investments, Inc
*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 Barry Shevlin 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
Salt Lake City, UT
Ann Arbor, MI
South Haven, MI
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 email@example.com.
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