Reid Jordan Stogner

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

• 05/2011 → Present
  Cambridge Investment Research Advisors, Inc
  Fairfield, IA
• 02/2008 → 01/2018
  Bdt & Associates, Inc.
  Yuma, AZ
• 06/2017 → 01/2018
  Bdt & Associates, Inc.
  Yuma, AZ

Previous Registrations

• 2008-06-11 → 2011-05-13
  Onyx Wealth Advisors, Inc.
  Dallas, TX
  Yuma, AZ
  Yuma, AZ

Other Businesses

1.INDEPENDENT INSURANCE AGENT, 8880 RIO SAN DIEGO DR, STE 800, SAN DIEGO, CA, 2/2009 FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 7/WK - 5/TRADING. 2.EQUIPOSE FINANCIAL SERVICES LLC, 8880 RIO SAN DIEGO DR, STE 800, SAN DIEGO, CA, 2/2018 AS OWNER/FINANCIAL PROFESSIONAL UTILIZING DBA NAME. INV REL - 5/MO - 5/TRADING.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-06-09
• S63 Uniform Securities Agent State Law Examination
  2007-08-03

Designations

• Chartered Financial Consultant