David Anderson

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

• 08/2015 → 02/2018
  Edward Jones
  St. Louis, MO
• 02/2018 → 09/2023
  Infinex Investments, Inc.
  Meriden, CT
• 09/2023 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 09/2023 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2018-02-20 → 2023-09-26
  Osaic Institutions, Inc.
  Boonville, IN
  Chandler, IN
  Newburgh, IN
  Lynnville, IN
• 2016-01-15 → 2018-02-05
  Edward Jones
  Evansville, IN
  St Louis, MO
  Evansville, IN
  Evansville, IN
  Newburgh, IN

Other Businesses

1.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 80 HR/MO - 40 HR/MO TRADING. 10/25/2023 2.EVANSVILLE SCHOOL CORPORATION, 1300 W Mills Rd, Evansville IN 47710, United States, 10/01/2022, W2 Employee, NIR, 16 HR/MO - 0 HR/MO TRADING 3.LNB INVESTMENTS SERVICES, 1204 W HWY 662, Newburgh IN 47630, 09/2023, W2 Employee, INV REL, 160 HR/MO, 160 HR/MO TRADING. 4.LNB INVESTMENT SERVICES, 1204 W HWY 662, Newburgh IN 47630, 09/2023, Agent, DBA Name, INV REL, 40 HR/MO, 40 HR/MO TRADING 5.WARRICK COUNTY CHAMBER OF COMMERCE, 224 W Main Ste 203, Boonville IN 47601, 06/2018, Board Member, Volunteer, NIR, 2 HR/MO, 2 HR/MO TRADING

Exams

• S66 Uniform Combined State Law Examination
  2015-12-03

Other Names

• David Wilson Anderson