Christopher
Meehan

Cambridge Investment Research Advisors, Inc

CRD#5546345
Investment Advisor
in Houston, TX

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About this Advisor

Christopher Meehan is a financial advisor based in Houston, Texas, working with Cambridge Investment Research Advisors, Inc. Christopher has previously held positions at Morgan Stanley Smith Barney, Salient Partners, L.P, Salient Capital, L.P, Salient Capital Advisors, LLC, Mid Atlantic Capital Corporation, Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, and Sage Settlement Consulting. Christopher has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Christopher is part of Cambridge Investment Research Advisors, Inc, which operates out of Houston, 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 63, Series 65

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

2000 West Loop South, 22Nd Fl.
Houston, TX 77027

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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

Christopher Meehan Work History

2020 - Present (4 years)

Cambridge Investment Research, Inc

2020 - Present (4 years)

Cambridge Investment Research Advisors, Inc

2020 - Present (4 years)

Sage Settlement Consulting

2018 - 2020 (2 years)

Mid Atlantic Capital Corporation

2014 - 2018 (4 years)

Salient Partners, L.P

2014 - 2018 (4 years)

Salient Capital, L.P

2014 - 2018 (4 years)

Salient Capital Advisors, LLC

2011 - 2014 (3 years)

Morgan Stanley Smith Barney

Disclosures

Please visit the SEC profile of Christopher Meehan 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

Brittni Snyder Borri
Greenville, IL
Alyssa Adams
Grand Junction, CO
Madison Scarpelli
Rochester, MI
Jin Wang
Deerfield, IL
Tyler Quinn
Camp Hill, PA
Anne Bird
Dothan, AL
Jared Hollander
Massena, NY
Isak Larson
Ramsey, MN

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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