Cambridge Investment Research Advisors, Inc
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About this Advisor
Herbert Modrak is a financial advisor based out of Glen Allen, Virginia with 4 years of industry experience. Modrak is an advisor for Cambridge Investment Research Advisors, Inc. Modrak has gained experience at Cary Street Partners LLC, Wealthforge, LLC, Bb&T Securities, Cambridge Investment Research, Inc and Cambridge Investment Research Advisors, Inc. Modrak has Series 63 and Series 66 licenses, which qualify them as a securities broker, and is able to advise clients in Texas and Virginia. Cambridge Investment Research Advisors, Inc is a financial advisory business operating out of Fairfield, IA. The investment advisory business has offices in 2,023 locations and a total of 3,352 financial advisors. It has $82 billion in assets between its 461,370 customer accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm serves six charities and foundations. Of its 461,370 accounts, just 10% are associated with high-net-worth investors who have more than $1 million in assets. The firm provides 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. A financial advisor's fees vary depending on which services are provided. However, fees charged by Cambridge Investment Research Advisors, Inc likely consist of asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
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Cambridge Investment Research Advisors, Inc Brokerage Details
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
Herbert Modrak Work History
Herbert has been registered as a financial advisor for 4 years.*
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
Cary Street Partners LLC
*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.
Please visit the SEC profile of Herbert Modrak 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
Glen Allen, VA
Ormond Beach, FL
Staten Island, NY
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