David
Smith
Cambridge Investment Research Advisors, Inc
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About this Advisor
David Smith is a financial advisor based in Beverly, Massachusetts, working with Cambridge Investment Research Advisors, Inc. David has previously held positions at Investors Capital Corporation, Kms Financial Services, Inc, Securities America, Inc, Cambridge Investment Research Advisors, Inc, Securities America Advisors, Inc, and Cambridge Investment Research, Inc. David has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Massachusetts and Texas. Currently, David is part of Cambridge Investment Research Advisors, Inc, which operates out of Beverly, Massachusetts. The firm has 2,192 offices and 3,312 employees. The firm manages assets totaling $87.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at Cambridge Investment Research Advisors, Inc includes asset-based, hourly, fixed, commission-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cambridge Investment Research Advisors, Inc Brokerage Details
$87,368,733,496
3,312
448,526
$194,791
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
David Smith Work History
Cambridge Investment Research Advisors, Inc
Cambridge Investment Research, Inc
Securities America, Inc
Securities America Advisors, Inc
Kms Financial Services, Inc
Investors Capital Corporation
Disclosures
Please visit the SEC profile of David Smith 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
Greenville, IL
Grand Junction, CO
Rochester, MI
Deerfield, IL
Camp Hill, PA
Dothan, AL
Massena, NY
Ramsey, MN
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