Marshall
Simmons
Cambridge Investment Research Advisors, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Marshall Simmons is a financial advisor working out of Southlake, Texas who has 1 year of industry experience. Simmons is on the advisory team at Cambridge Investment Research Advisors, Inc. Over the course of their career, Simmons has held roles at Cambridge Investment Research, Inc, Pacific Learning Center, Run To Win, Menchies Frozen Yogurt, Northwest Subway, Dream Center, Prosper Mullins Private Wealth Management, Middle & High School, Cambridge Investment Research Advisors Inc, Steward Partners Investment Solutions, LLC, Steward Partners Global Advisory, LLC and Steward Partners Investment Advisory, LLC. Simmons holds a Series 65 license, certifying them as an investment advisor representative, and is able to work in Texas. Cambridge Investment Research Advisors, Inc is a registered investment firm based out of Fairfield, IA. The investment advisory business has offices in 2,023 locations and a total of 3,352 financial advisors. It manages $82 billion in total assets across its 461,370 client accounts, placing it among the largest firms in the country by assets under management. The firm provides financial advice to six charitable organizations. Of its 461,370 client accounts, just 10% belong to high-net-worth clients who have at least $1 million in assets available to invest. Cambridge Investment Research Advisors, Inc has 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 charged by financial advisors largely are based on which services are offered. Fees billed by Cambridge Investment Research Advisors, Inc most likely include asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Marshall Simmons Work History
Marshall has been registered as a financial advisor for 1 years.*
Steward Partners Investment Solutions, LLC
Steward Partners Global Advisory, LLC
Steward Partners Investment Advisory, LLC
Cambridge Investment Research Advisors Inc
Cambridge Investment Research, Inc
Prosper Mullins Private Wealth Management
Pacific Learning Center
Run To Win
Menchies Frozen Yogurt
Dream Center
Northwest Subway
Dream Center
Middle & High School
*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 Marshall Simmons 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
Salt Lake City, UT
Tulsa, OK
Fairfield, IA
Tolland, CT
Roanoke, TX
Staten Island, NY
Brentwood, TN
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
