Andrew Rene Beaudry

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

• 09/2011 → Present
  Cambridge Investment Research, Inc
  Fairfield, IA
• 09/2011 → Present
  Cambridge Investment Research Advisors, Inc
  Fairfield, IA

Previous Registrations

• 2000-02-09 → 2011-09-09
  Signator Investors, Inc.
  South Windsor, CT
  South Hadley, MA
  Warwick, RI

Other Businesses

1) PRIVATE FINANCIAL DESIGN LLC, 87 WILLIMANSETT ST, SOUTH HADLEY, MA, 07/1988, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 1 HR/MO, 1 HR/MO TRADING. 2) TWOHILLS DOOD PRODUCTIONS, 124 COLLEGE ST, UNIT 18, SOUTH HADLEY, MA, 08/2011, OWNER, MEDIA PRODUCTION, NIR, 1 HR/MO, 0 HR/MO TRADING. 3) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 09/2011, AS ADVISORY REP OF AN RIA, INV REL, 168 HR/MO, 160 HR/MO TRADING. 4) CELESTIAL L&P LLC, SOUTH HADLEY MA 01075, 10/2022, OWNER, REAL ESTATE, NIR, 1 HR/MO - O HR/MO TRADING.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-02-27
• S63 Uniform Securities Agent State Law Examination
  1989-09-25

Designations

• Certified Financial Planner