Melissa Renee Naylor

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

• 11/2010 → 10/2017
  First Allied Securities, Inc
  San Diego, CA
• 07/2012 → 10/2017
  First Allied Advisory Services, Inc.
  Chesterfield, MO
• 08/2019 → 02/2020
  Morgan Stanley
  Lexington, KY
• 11/2017 → 07/2019
  Home
  Lexington, KY
• 11/2021 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 03/2020 → 10/2021
  Home
  Chandler, AZ
• 11/2021 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2019-09-06 → 2020-03-09
  Morgan Stanley
  Lexington, KY
• 2012-07-02 → 2017-10-30
  First Allied Advisory Services, Inc.
  Muncie, IN
• 2010-11-16 → 2012-07-02
  First Allied Securities, Inc.
  San Diego, CA
  Muncie, IN
  Ann Arbor, MI
  Saline, MI
• 2008-08-29 → 2009-05-04
  Wells Fargo Clearing Services, Llc
  Denton, TX
• 2006-08-08 → 2007-10-25
  T. Rowe Price Advisory Services, Inc.
  Owings Mills, MD
• 2004-11-02 → 2006-07-20
  A. G. Edwards & Sons, Inc.
  Muncie, IN
  Muncie, IN

Other Businesses

1) CIRA, 1776 Pleasant Plain Road, Fairfield IA 52556, 11/2023, W2 Employee, CIRA Affiliation, NIR, 160 HR/MO, 120 HR/MO TRADING. 2) TAG ADVISORS, 3707 E SOUTHERN AVE, MESA, AZ 85206, 11/2023, W2 EMPLOYEE, PARAPLANNING, NIR, 80 HR/MO - 40 HR/MO TRADING. 3) SIMPLICITY FINANCIAL PLANNING, LLC, 3787 E SOUTHERN AVE, MESA, AZ 85206, 12/2023, PARAPLANNER, USING A TRADE NAME/DBA, NIR, 40 HR/MO - 20 HR/MO TRADING. 4) MELISSA NAYLOR INSURANCE AGENT/SALES, 3707 E Southern Ave, Mesa AZ 85206, United States, 09/23/2024, Agent, Insurance/Benefits/Human Resources, NIR, 8 HR/MO - 4 HR/MO TRADING. 5) MELISSA NAYLOR, Chandler AZ 85249-3621, United States, 06/01/2025, Owner, Real Estate, NIR, 1 HR/MO - 0 HR/MO TRADING. 6) MELISSA NAYLOR, 200 Piermont Ave, Hillsdale NJ 07642, United States, 03/2026, Treasurer, Volunteer, NIR, 2 HR/MO - 0 HR/MO TRADING

Exams

• S66 Uniform Combined State Law Examination
  2004-11-01

Other Names

• Melissa R. Naylor
• Melissa R Obermann