Lawrence Albert

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

• 10/2011 → 04/2022
  Capital Management Partners, Llc
  Peabody, MA
• 10/2011 → 07/2025
  Commonwealth Financial Network
  Waltham, MA
• 04/2022 → 07/2025
  Blakely Financial
  Salem, MA
• 07/2025 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 07/2025 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2012-02-06 → 2025-07-16
  Commonwealth Financial Network
  Lynnfield, MA
  Marblehead, MA
  Beverly, MA

Other Businesses

1) LARRY ALBERT, 4 Stone Ridge Road, Beverly MA 01915, 06/2025, I manage 3 rental properties owned by my wife and myself in Beverly, MA., Real Estate, NIR, 10 HR/MO, 4 HR/MO TRADING. 2) LARRY ALBERT, 4 Stone Ridge Road, Beverly MA 01915, 06/2025, Treasurer, Volunteer, NIR, 2 HR/MO, 1 HR/MO TRADING. 3) INSURANCE SALES, 4 Stone Ridge Road, Beverly MA 01915, 06/2025, Agent, 1099, NIR, 5 HR/MO, 5 HR/MO TRADING. 4) CANTELLA, 4 Stone Ridge Road, Beverly MA 01915, 06/2025, Agent, DBA Name, INV REL, 160 HR/MO, 135 HR/MO TRADING. 5) LARRY ALBERT, 4 Stone Ridge Road, Beverly MA 01915, 06/2025, Treasurer, Volunteer, NIR, 2 HR/MO, 1 HR/MO TRADING. 6) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF AN RIA, INV REL, 160 HR/MO, 120 HR/MO TRADING, 07/2025

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-01-10
• S63 Uniform Securities Agent State Law Examination
  2011-11-07

Designations

• Certified Financial Planner