Edward
Kavo

Cambridge Investment Research Advisors, Inc

CRD#842950
Investment Advisor
in Irwin, PA

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About this Advisor

Edward Kavo is a certified financial planner operating in Irwin, Pennsylvania with 12 years of industry experience. Kavo is on the advisory team at Cambridge Investment Research Advisors, Inc. The advisor has gained experience at Cambridge Investment Research, Inc and Cambridge Investment Research Advisors, Inc. Kavo holds a Series 63 license, certifying them as a securities broker, and is registered to serve investors in Pennsylvania. Cambridge Investment Research Advisors, Inc is a financial advisory firm that has its headquarters in Fairfield, IA. The firm has offices in 2,023 locations and a total of 3,352 people on staff. It oversees $82 billion in total assets among its 461,370 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm provides financial advice to six charitable organizations. Of its 461,370 client accounts, just 10% are associated with high-net-worth clients who have more than $1 million in assets available to invest. Cambridge Investment Research Advisors, Inc offers 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 for financial advisory services usually vary depending on which services the firm provides the client. Fee types charged by Cambridge Investment Research Advisors, Inc can include some blend of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

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

Office Location

311 Main St
Irwin, PA 15642

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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

Edward Kavo Work History

Edward has been registered as a financial advisor for 12 years.*

2011 - Present (13 years)

Cambridge Investment Research, Inc

2011 - Present (13 years)

Cambridge Investment Research Advisors, 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 Edward Kavo 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

Andrew Wittich
Houston, TX
Tomas Cern
Tolland, CT
John Ladick
Fairfield, IA
Herbert Modrak
Glen Allen, VA
James Hinson
Brentwood, TN
Enrico Bawar
Staten Island, NY
Laurie Taylor
Ormond Beach, FL
Ryan Bouchard
Kennesaw, GA

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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