Andrew
Mcalister

Cambridge Investment Research Advisors, Inc

CRD#7005538
Investment Advisor
in Conroe, TX

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About this Advisor

Andrew Mcalister is a financial advisor based in Conroe, Texas, working with Cambridge Investment Research Advisors, Inc. Andrew has previously held positions at Questar Asset Management, Herbert Financial Services, Northwestern State University, Cetera Advisors, Hebert Financial Services, Cambridge Investment Research, Inc, and Cambridge Investment Research Advisors, Inc. Andrew has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Texas. Currently, Andrew is part of Cambridge Investment Research Advisors, Inc, which operates out of Conroe, Texas. The firm has 2,192 offices and 3,312 employees. The firm manages assets totaling $87.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Cambridge Investment Research Advisors, Inc includes asset-based, hourly, fixed, commission-based, and other fees.

Certifications and Registrations

Series 65, Series 63

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

2751 S Loop 336 W
Conroe, TX 77304

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$87,368,733,496

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

3,312

TX Average: 166
Total Number of Accounts

448,526

TX Average: 7,189
Average Account Size

$194,791

TX 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

Andrew Mcalister Work History

2024 - Present (0 year)

Cambridge Investment Research, Inc

2024 - Present (0 year)

Cambridge Investment Research Advisors, Inc

2018 - Present (6 years)

Cetera Advisors

2018 - Present (6 years)

Hebert Financial Services

2018 - 2018 (< 1 year)

Questar Asset Management

2018 - 2018 (< 1 year)

Herbert Financial Services

2014 - 2018 (4 years)

Northwestern State University

Disclosures

Please visit the SEC profile of Andrew Mcalister 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

David Scott
Colleyville, TX
Susan Cooper
North Haven, CT
Thomas Foy
Marlton, NJ
Erskine Wells
Ridgeland, MS
Elliott Miller
Wayne, PA
Richard Hawes
New Smyrna Beach, FL
Donald Hartmann
Englewood, CO
Darell Faust
Quincy, IL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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