Gloria
Dowiak

Cambridge Investment Research Advisors, Inc

CRD#4626369
Investment Advisor
in Houston, TX

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About this Advisor

Gloria Dowiak is a chartered financial consultant based in Houston, Texas with 10 years of relevant experience. Dowiak currently works for Cambridge Investment Research Advisors, Inc. During their career, Dowiak has held roles at Cambridge Investment Research, Inc and Cambridge Investment Research Advisors Inc. Dowiak has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Texas. Cambridge Investment Research Advisors, Inc is a business that has its headquarters in Fairfield, IA. The investment advisory business has offices in 2,023 locations and a total of 3,352 people on staff. It manages $82 billion in assets across its 461,370 accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm advises six charitable organizations. Of its 461,370 accounts, just 10% are held by high-net-worth investors who have more than $1 million in investable assets. The business performs a number 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. Fees charged by financial advisors vary depending on which services the firm provides the client. Fee types billed by Cambridge Investment Research Advisors, Inc can include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years Registered*

10 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

950 Echo Ln Ste 370
Houston, TX 77024

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$82,427,818,654

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

3,352

TX Average: 166
Total Number of Accounts

461,370

TX Average: 7,189
Average Account Size

$178,659

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

Gloria Dowiak Work History

Gloria has been registered as a financial advisor for 10 years.*

2013 - Present (11 years)

Cambridge Investment Research, Inc

2013 - Present (11 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 Gloria Dowiak 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

Richard Habel
Salt Lake City, UT
Kevin Currutt
Cleveland, OH
Ryan Bouchard
Kennesaw, GA
Andrew Wittich
Houston, TX
Stacy Robinson
South Haven, MI
Enrico Bawar
Staten Island, NY
Crescencio Alvarez
Fairfield, IA
Laurie Taylor
Ormond Beach, FL

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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