Peter Grant Fenton

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

• 03/2011 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 10/2010 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 09/2012 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Other Businesses

1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADMINISTRATIVE REP OF A RIA. INV REL, 80 HR/MO- 80 HR/MO TRADING. SEE EMPLOYMENT FOR START DATE. 2) Peter Fenton Consulting, 1002 East Adams Avenue, Fairfield, IA 52556, 07/01/2011, Owner/Partner, INV REL, 2 HR/MO- 0 HR/MO TRADING.

Exams

• S66 Uniform Combined State Law Examination
  2012-09-26