Daniel
Brixius

Cambridge Investment Research Advisors, Inc

CRD#4125642
Investment Advisor
in Harrisburg, PA

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About this Advisor

Daniel Brixius is a financial advisor based in Harrisburg, Pennsylvania who has 13 years of relevant experience. Brixius currently works for Cambridge Investment Research Advisors, Inc. Throughout their career, they have worked at Cambridge Investment Research, Inc and Cambridge Investment Research Advisor, Inc. Brixius holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Pennsylvania. Cambridge Investment Research Advisors, Inc is a financial advisory business that has its headquarters in Fairfield, IA. It has offices in 2,023 locations and a total of 3,352 advisors. It administers $82 billion in assets under management among its 461,370 customer accounts, placing it among the largest financial advisory 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. Cambridge Investment Research Advisors, Inc has a wide 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 advisory fees typically vary depending on the services offered. However, fee types charged by Cambridge Investment Research Advisors, Inc may include any blend of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

13 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

Office Location

2090 Linglestown Rd Ste 201
Harrisburg, PA 17110

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$82,427,818,654

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

3,352

PA Average: 166
Total Number of Accounts

461,370

PA Average: 7,189
Average Account Size

$178,659

PA Average: $1,287,990

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

Daniel Brixius Work History

Daniel has been registered as a financial advisor for 13 years.*

2010 - Present (14 years)

Cambridge Investment Research, Inc

2010 - Present (14 years)

Cambridge Investment Research Advisor, 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.

Disclosures

Please visit the SEC profile of Daniel Brixius 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

John Ladick
Fairfield, IA
Herbert Modrak
Glen Allen, VA
Laurie Taylor
Ormond Beach, FL
Ryan Bouchard
Kennesaw, GA
Winston Malone
Roanoke, TX
Enrico Bawar
Staten Island, NY
James Hinson
Brentwood, TN
Crescencio Alvarez
Fairfield, IA

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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