Stephen A Daigle

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

• 06/2016 → 01/2020
  Gwn Securities, Inc
  Palm Beach Gardens, FL
• 06/2018 → 07/2020
  Bidmoni Inc.
  Moss Point, MS
• 07/2020 → 11/2023
  Lpl Financial Llc
  Ocean Springs, MS
• 08/2024 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 08/2024 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 12/2023 → 07/2024
  Unemployed
  Ocean Springs, MS

Previous Registrations

• 2020-07-27 → 2023-12-06
  Lpl Financial Llc
  Ocean Springs, MS
  Moss Point, MS
  Ocean Springs, MS
• 2020-06-02 → 2020-06-22
  Bidmoni
  Moss Point, MS
• 2018-10-24 → 2019-07-31
  Bidmoni
  Moss Point, MS
• 2018-01-23 → 2018-10-24
  Gwn Securities Inc.
  Biloxi, MS
  Palm Beach Gardens, FL
  Moss Point, MS

Other Businesses

1. STEPHEN DAIGLE, 1113 Halstead Bayou Dr, Ocean Springs MS 39564, United States, 07/30/2024, Agent, Insurance/Benefits/Human Resources, NIR, 1 HR/MO - 1 HR/MO TRADING 2. BIDMONI INC, 770 Water St, Biloxi MS 39530, United States, 02/01/2018, Founder, Technology Services, NIR, 30 HR/MO - 30 HR/MO TRADING 3. STEPHEN DAIGLE, 1113 Halstead Bayou dr, Ocean Springs MS 39564, United States, 07/30/2024, Referral, Tax Services, NIR, 2 HR/MO - 2 HR/MO TRADING 4. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF AN RIA, INV REL, 160 HR/MO, 120 HR/MO TRADING, 08/07/2024 5. DAIGLE RV LLC, 1113 Halstead Bayou Dr, Ocean Springs MS 39564, 10/2024, Owner, Travel/Transportation Services, NIR, 1 HR/MO, 1 HR/MO TRADING. 6. KNEW ERA LLC, 1113 Halstead Bayou Dr, Ocean Springs MS 39564, United States, 09/01/2024, Founder, Referrals, INV REL, 20 HR/MO, 20 HR/MO TRADING.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-01-23
• S63 Uniform Securities Agent State Law Examination
  2008-03-27