Gary Lee Forry

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:

Current Employers

Cambridge Investment Research Advisors, Inc.

1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2006-01-09

OH RA
APPROVED

Since 2006-01-09

Branch Locations

Morral, OH • United States

1007 Western Ave., Findlay, OH 45840 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Cambridge Investment Research, Inc.	Fairfield	IA	03/2003	Present
Cambridge Investment Research Advisors, Inc.	Fairfield	IA	01/2006	Present

03/2003 → Present

Cambridge Investment Research, Inc.

Fairfield, IA
01/2006 → Present

Cambridge Investment Research Advisors, Inc.

Fairfield, IA

Other Businesses

1) PREFERRED PLANNING ASSOCIATES, MORRAL OHIO 43337, 01/01/2009 INDEPERNDANT INSURANCE AGENT, INV REL, 5 HR/MO 0 HR/MO TRADING 2) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, 01/2006, AS ADVISORY REP OF A RIA, INV REL, 80 HR/MO 40 HR/MO TRADING 3) PREFERRED PLANNING ASSOCIATES, MORRAL OH 43337, 09/2024, IAR, DBA, INV REL, 200 HR/MO 120 HR/MO TRADING