Gail Lynn Waldman

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

• 08/2000 → 03/2024
  Waldman Financial Advisors
  Vienna, VA
• 07/2006 → Present
  Hospice Volunteer
  Vienna, VA
• 08/2005 → Present
  Baliwick Home Owners Association
  Vienna, VA
• 10/2007 → Present
  Gail Waldman
  Vienna, VA
• 09/2007 → Present
  Beaufort Water Search & Rescue
  Beaufort, VA
• 03/2008 → Present
  Cambridge Investment Research, Inc
  Fairfield, IA
• 01/2024 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 05/2008 → 03/2024
  Waldman Financial Advisers
  Vienna, VA

Previous Registrations

• 2008-05-06 → 2024-03-07
  Waldman Financial Advisers
  North Chesterfield, VA
• 2024-01-04 → 2024-01-16
  Cambridge Investment Research Advisors, Inc.
  North Chesterfield, VA
• 2008-03-03 → 2008-05-06
  Cambridge Investment Research Advisors, Inc.
  Vienna, VA
• 2002-08-29 → 2008-03-04
  Securities America Advisors, Inc.
  Vienna, VA

Other Businesses

1) GAIL WALDMAN, 501 CHURCH ST. NE #110, VIENNA, VA 22180. BEGAN 4/1/2011 AS A MEDIATOR FOR A VARIETY OF ISSUES NOT SPECIFICALLY RELATED TO DIVORCE, COULD BE CUSTODY, SUPPORT, COULD BE SMALL CLAIMS COURT, COULD BE RESTORATIVE JUSTICE MEDIATION. IS INVESTMEMT RELATED. DEVOTES 16 HOURS MONTHLY 8 OF WHICH ARE DURING TRADING HOURS. DUTIES: MEDIATOR FOR THE STATES OF MARYLAND AND VIRGINIA. 2) WALDMAN FINANCIAL ADVISERS, 501 CHURCH ST. NE #110, VIENNA, VA, 3/2008 AS PARTNER/COO/ADVISORY REP OF A RIA. INV REL - 45/WK - 33/TRADING. 3) WALDMAN MANAGEMENT INC. 8427 HOLLIS LANE VIENNA, NA 22182. BEGAN 12/01/2011 AS PRESIDENT/TREASURER, WHO PROVIDES MANAGEMENT SERVICES TO WALDMAN FINANCIAL ADVISERS. NOT INVESTMENT RELATED.DEVOTES 10 HRS/WK. NONE DURING TRADING. 4) Engrave-Danger / 10420 Chalkley Road, Richmond VA 23237 / 09/11/2022 / NIR / VOLUNTEER - CUSTOM LASER ENGRAVING BUSINESS / 10 HR/MO - 0 HR/MO TRADING 5) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. SEE EMPLOYMENT FOR START DATE.

Exams

• S66 Uniform Combined State Law Examination
  2002-08-12
• S63 Uniform Securities Agent State Law Examination
  2000-10-06

Designations

• Certified Financial Planner

Other Names

• Gail Lynn Scribner
• Gail Scribner