Best Investors
Account
Sign in
Best Investors
Account
Sign in
Cambridge Investment Research Advisors, Inc. CRD 134139
$139B regulatory AUM 68,815 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-01-05 |
| PA | RA | APPROVED | 2013-03-22 |
Branch Locations
4044 Monroeville Blvd, Monroeville, PA 15146 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Berer Financial Management | Monroeville | PA | 06/2001 | Present |
| Cambridge Investment Research, Inc | Fairfield | IA | 03/2013 | Present |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 03/2013 | Present |
1)DBA BERER FINANCIAL MANAGEMENT, 4044 MONROEVILLE BLVE, MONROEVILLE, PA 15146. INSURANCE AGENT SELLING ACCIDENT & HEALTH, LIFE AND FIXED ANNUITIES. 2)INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 3)TEACH A NON-CREDIT, ADULT EDUCATION COURSE THROUGH LOCAL COLLEGES CALLED SEASONED INVESTORS. EARN $500/YEAR. 4)TEMPLE DAVID SYNAGOGUE, 4415 NORTHERN PIKE, MONROEVILLE, PA, 10/2016, AS COMPTROLLER, INVREL, 1HR/WK, 0HRS/TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-05-17 |
Reach out to this advisor