Advisor at Cambridge Investment Research Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Cambridge Investment Research Advisors
Location
Fulton, MO 65251
Credentials
Series 66
Industry experience
4 years
Flat fees may be charged for financial planning and consulting services, specific amounts not clearly stated.
Financial Professionals may earn commissions as Registered Representatives of Cambridge for brokerage transactions.
Hourly fees may be charged for financial planning and consulting services, specific rates not clearly stated.
Cambridge Investment Research Inc.
2024 - Present (2 years)
Cambridge Investment Research Advisors Inc.
2024 - Present (2 years)
LPL Financial, LLC
2021 - 2024 (3 years)
Convergence Financial, LLC
2021 - 2024 (3 years)
MML Investors Services, LLC
2021 - 2021 (1 year)
MassMutual Life Insurance Co
2021 - 2021 (1 year)
Senior Marketing Specialists
2020 - 2021 (1 year)
Silverball Arcade & Bar
2019 - 2020 (1 year)
First Midwest Bank
2018 - 2020 (2 years)
University of Missouri
2017 - 2021 (4 years)
Rock Bridge High School
2014 - 2017 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 63, Series 66
Fulton, MO
Edward Jones
Series 63, Series 66
Fulton, MO
Smith, Moore & Co.
Series 66
Fulton, MO
Smith, Moore & Co.
Series 66
Fulton, MO
Smith, Moore & Co.
CFP®, Series 66
Fulton, MO
Smith, Moore & Co.
Series 66
Fulton, MO
Edward Jones
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")