Charles Frederick Hirling

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

• 09/1997 → 01/2022
  Charles F. Hirling Jr Cpa, Apc
  Metairie, LA
• 04/2016 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 11/2013 → 12/2022
  Duplantier, Hrappman Hogan And Maher Cpas
  New Orleans, LA
• 02/2022 → Present
  Charles. F Hirling Jr. Cpa Tax Consultant
  Metaire, LA
• 04/2016 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA

Previous Registrations

• 2006-08-29 → 2016-04-23
  Transamerica Financial Advisors, Llc
  Richmond, VA
  Kenner, LA
  Metairie, LA
  Metairie, LA
  Austin, TX

Other Businesses

1) HIRLING FINANCIAL GROUP, LLC, 6660 RIVERSIDE DR, STE 204, METAIRIE, LA, JOINT OWNERSHIP OF CORP, MANAGING MEMBER DBA, INV REL, 11/01/13- 1500 HR/YR- 1500 TRADING HR. 2) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 20/WK - 20/TRADING. 04/01/16. 3) EXECUTOR, 15616 HIGHWAY 1085, COVINGTON, LA, 02/2019. EXECUTOR OF PATRICK DARBY ESTATE. NIR-80/YR-2/TRADING. 4) EXECUTOR, 15616 HIGHWAY 1085, COVINGTON, LA, 02/2019. EXECUTOR OF MARLENE DARBY ESTATE. NIR-80/YR-2/TRADING. 5) CHARLES F HIRLING JR, 6660 RIVERSIDE DRIVE, STE 204, METAIRIE LA 70123, United States, 02/01/2022, Owner, Tax Services, NIR, 10 HR/MO - 10HR/MO TRADING 6) HIRLING FINANCIAL GROUP, 6660 Riverside Dr., Ste 204, Metairie LA 70003, 04/2016, Investment Advisor Representative, DBA Name, INV REL, 160 HR/MO, 120 HR/MO TRADING.

Exams

• S63 Uniform Securities Agent State Law Examination
  2018-11-15

Other Names

• Charlie Hirling