Toni Thore Lee-Andrews

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

• 01/1999 → Present
  Andrews, Barwick, & Lee, P.C.
  Colonial Heights, VA
• 06/2003 → Present
  Chesapeake Management Services, Inc.
  Colonial Heights, VA
• 07/2010 → Present
  Cambridge Investment Research, Inc
  Fairfield, IA
• 07/2010 → Present
  Cambridge Investment Research Advisors, Inc
  Fairfield, IA

Previous Registrations

• 2004-03-26 → 2010-06-14
  1St Global Advisors Inc
  Colonial Heights, VA

Other Businesses

1) CHESAPEAKE MANAGEMENT SERVICES INC, 280 CHARLES H DIMMOCK PKWY STE 1 COLONIAL HEIGHTS VA 23834, 07/2003, PRESIDENT/MANAGER THAT PROVIDES ACCOUNTING SUPPORT, BILLING, TAX PREPARATION, COMPUTER CONSULTING, AND DAY-TO-DAY MANAGEMENT SERVICES TO ANDREWS, BARWICK, & LEE, P.C., CPAS. NOT INVESTMENT RELATED. DEVOTES 5HR/MO, 0/TRADE. 2) AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS, 220 Leigh Farm Road, Durham NC 27707, 12/2015, W-2 Employee, Employee (receive a W-2), NIR, 167 HR/MO, 67 HR/MO TRADING 3) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, 07/2010 AS ADVISORY REP OF A RIA, INV REL, 32 HR/WK 32/TRADING 4) ANDREWS CPA ASSOCIATES PC, 280 CHARLES H DIMMOCK PKWY STE 1 COLONIAL HEIGHTS VA, 01/2016 AS PRESIDENT/CPA PROVIDING ACCOUNTING AND TAX PREPARATION SERVICES. 1000/YR 500/TRADING 5) TOUCHSTONE BANK, 4300 CROSSINGS BOULEVARD PRINCE GEORGIA VA 23875, 10/2022, BOARD MEMBER, FINANCIAL INSTITUTION, NIR, 5 HR/MO 4 HR/MO TRADING 6) FIRST NATIONAL BANK, 320A CHARLES H DIMMOCK PARKWAY SUITE 6, COLONIAL HEIGHTS VA 23834, United States, 11/01/2024, Board Member, Board Member/Officer/Director/Committee Member/Board Trustee, 10/MO - 10/Trading

Exams

• S66 Uniform Combined State Law Examination
  2004-01-02

Other Names

• Toni Thore Lee