Bryan Bartlett Rex

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

• 02/2009 → 11/2017
  Invest Financial Corporation
  Virginia Beach, VA
• 11/2017 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 11/2017 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2009-02-02 → 2017-11-17
  Invest Financial Corporation
  Virginia Beach, VA
  Appleton, WI
• 2001-01-31 → 2009-02-09
  Osaic Wealth, Inc.
  Virginia Beach, VA
  Virginia Beach, VA

Other Businesses

1. CORNERSTONE FINANCIAL SERVICES INC, 448 VIKING DR STE 310, VIRGINIA BEACH, VA, 1/1998 AS VP OF PLANNING/INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 10/WK - 10/TRADING. 2. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 1000/YR - 1000/TRADING. 11/15/17. 3. CORNERSTONE FINANCIAL SERVICES INC., 448 Viking Dr, #310, Virginia Beach VA, 12/2020, OWNER, DBA Name, INV REL, 25 HR/MO - 10 HR TRADING 4. J DAVID JOHN / GRACIE'S FOODS, 2435 SW 19th St, Miami FL 33145, 02/2026, Advisor to the CEO, Food/Beverage Services, NIR, 1 HR/MO, 0 HR/MO TRADING 5. INTERDEPENDENT ADVISORS, Virginia Beach, VA 23452, 07/2026, Agent, DBA Name, NIR, 160 HR/MO, 40 HR/MO TRADING.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-17
• S63 Uniform Securities Agent State Law Examination
  1998-08-25

Designations

• Certified Financial Planner
• Chartered Financial Consultant