Rebecca Higgins True

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

• 05/2009 → 08/2024
  Triad Advisors, Inc
  Norcross, GA
• 08/2024 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 08/2024 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2009-05-22 → 2024-08-23
  Triad Advisors Llc
  Windermere, FL
  Atlanta, GA
  Atlanta, GA
• 2002-08-05 → 2009-05-27
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Orlando, FL
  Orlando, FL
  Orlando, FL
  Orlando, FL
• 2005-12-06 → 2006-03-08
  Advest, Inc.
  Orlando, FL

Other Businesses

1. TRUE CAPITAL ADVISORS, LLC, 11229 Bridge House Rd., Windermere FL 34786, United States, 07/30/2024, Owner, Owner/Partner of a Business Entity, INV REL, 10 HR/MO - 5 HR/MO TRADING 2. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF AN RIA, INV REL, 160 HR/MO, 120 HR/MO TRADING, 08/2024 3. REBECCA TRUE, 11220 Bridge House Rd., Windermere FL 34786, United States, 08/25/2025, Insurance Agent, Insurance/Benefits/Human Resources, INV REL, 5 HR/MO - 5 HR/MO TRADING

Exams

• S66 Uniform Combined State Law Examination
  2002-08-02
• S63 Uniform Securities Agent State Law Examination
  2002-02-28

Other Names

• Rebecca Lynn Higgins