Mary Dee Foft

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1995 → Present
  Mary Dee Foft
  Irvine, CA
• 08/2014 → Present
  Cambridge Investment Research, Inc
  Fairfield, IA
• 08/2014 → Present
  Cambridge Investment Research Advisors, Inc
  Fairfield, IA

Previous Registrations

• 2005-10-14 → 2014-08-20
  Planmember Securities Corporation
  Tustin, CA
  Tustin, CA
  Carpinteria, CA
• 2002-03-04 → 2002-10-02
  Morgan Stanley Dw Inc.
  Santa Ana, CA

Other Businesses

1)INDEPENDENT INSURANCE AGENT, 12977 TERNBERRY CT, TUSTIN, CA, 8/2014 FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 7/MO - 5/TRADING. 2)CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 40/MO - 20/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 3)FREELANCE WRITER, TUSTIN, CA, 01/2019. NIR-10/MO-0/TRADING. 4)EMPOWER INTERNATIONAL MINISTRIES, 14032 ENDERLE CENTER DR. SUITE 201, TUSTIN, CA 92780, ADVISORY BOARD MEMBER, NON-PROFIT, NIR, 12/YR- 0/TRADING 5)ORANGE COUNTY ADVISORS IN PHILANTHROPY, 18101 VonKarmen Ave. #750, Irvine CA 92612, United States, START DATE: 01/01/2022, Board Member, Board Member/Officer/Director/Committee Member/Board Trustee, INV REL, 5 HR/MO - 0 HR/MO TRADING 6)OHIO STATE UNIVERSITY/ORANGE COUNTY BOARD MEMBER, Fullerton CA 92831, 09/2022, Volunteer, Board Member, NIR, 5 HR/MO - 0 HR/MO Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-01-24
• S63 Uniform Securities Agent State Law Examination
  1992-08-27