Yvonne
Loar

Cambridge Investment Research Advisors, Inc

CRD#5894039
Investment Advisor
in Clarksburg, WV

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About this Advisor

Yvonne Loar is a financial advisor in Clarksburg, West Virginia. Currently a registered investment advisor with Cambridge Investment Research Advisors, Inc, they have accumulated 10 years of practice as a registered investment advisor. Loar holds a Series 66 license, certifying the advisor as both a securities agent and an investment advisor representative. Loar is registered to work with investors based out of West Virginia. Their career trajectory has included roles at Beacon Wealth Management, Sammons Securities Company, LLC, Cambridge Investment Research, Inc, Unemployed - Medical - Having Baby and Cambridge Investment Research Advisors, Inc. Cambridge Investment Research Advisors, Inc is headquartered in Clarksburg, West Virginia, and has 1,905 additional offices throughout the nation. In total, Cambridge Investment Research Advisors, Inc manages $56 billion in assets covering 297,440 client accounts and employs more than 2,982 people. The amount of assets the firm manages places it among the largest investment advisory firms in the country. The firm manages 268,970 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 10% of the firm's investors are high-net-worth individuals, meaning they have more than $1 million in capital. Cambridge Investment Research Advisors, Inc offers 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 firm's fees may include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

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

Disclosures

Yes

Office Location

607 E. Pike St.
Clarksburg, WV 26301

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$56,158,947,875

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

2,982

WV Average: 166
Total Number of Accounts

297,440

WV Average: 7,189
Average Account Size

$188,808

WV Average: $1,287,990

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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

Yvonne Loar Work History

Yvonne has 10 years of experience.

2017 - Present (5 years)

Cambridge Investment Research Advisors, Inc

2016 - Present (6 years)

Cambridge Investment Research, Inc

2010 - Present (12 years)

Beacon Wealth Management

2013 - 2014 (1 year)

Sammons Securities Company, LLC

2010 - 2010 (< 1 year)

Unemployed - Medical - Having Baby

Disclosures

Yvonne Loar has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cambridge Investment Research Advisors, Inc

Timothy Flick
Indianapolis, IN
Michael Pate
Fort Wayne, IN
Stephen Lucas
Ellwood City, PA
Margaret Arndt
Newton, MA
Craig Koehler
Mystic, CT
Michael Douglas
Avon, OH
David Leder
Raleigh, NC
Louise Evans
Newport, VT

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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