John
Dolliver
Cambridge Investment Research Advisors, Inc
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About this Advisor
John Dolliver is a financial advisor based in Cedar Park, Texas, with a total of 7 years of industry experience. Dolliver is an advisor for Cambridge Investment Research Advisors, Inc. Over the course of their career, Dolliver has held roles at Nylife Securities LLC, New York Life Insurance Co, Transamerica Financial Advisors, Inc, Jonelken Ventures, LTD, Dodie Farms, LTD, Cambridge Investment Research, Inc and Cambridge Investment Research Advisors, Inc. Dolliver maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Texas. Cambridge Investment Research Advisors, Inc is a firm that has its headquarters in Fairfield, IA. It has offices in 2,023 locations and a total of 3,352 employees. It handles $82 billion in total assets between its 461,370 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm advises six charitable organizations. Of its 461,370 client accounts, just 10% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The advisory firm 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 for financial management depend on the financial services provided. However, fees charged by Cambridge Investment Research Advisors, Inc can consist of some combination of asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cambridge Investment Research Advisors, Inc Brokerage Details
$82,427,818,654
3,352
461,370
$178,659
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
John Dolliver Work History
John has been registered as a financial advisor for 7 years.*
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
Jonelken Ventures, LTD
Dodie Farms, LTD
Transamerica Financial Advisors, Inc
Nylife Securities LLC
New York Life Insurance Co
*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 John Dolliver 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
Fairfield, IA
Glen Allen, VA
Ormond Beach, FL
Kennesaw, GA
Roanoke, TX
Staten Island, NY
Brentwood, TN
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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