Michael N Beatty

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

• 10/2015 → 02/2020
  Guardian Life Ins
  Las Vegas, NV
• 01/2016 → 02/2020
  Park Avenue Securities
  Las Vegas, NV
• 02/2020 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2016-05-10 → 2020-03-06
  Park Avenue Securities Llc
  Las Vegas, NV
  Las Vegas, NV
  Las Vegas, NV
  Las Vegas, NV
  San Diego, CA

Other Businesses

1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING 03/05/20 2) STRATEGIC WEALTH DESIGN, 2190 E PEBBLE RD, #260, LAS VEGAS, NV, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES,10/01/15, INV REL, 15/WK- 15/TRADING

Exams

• S66 Uniform Combined State Law Examination
  2016-04-07

Other Names

• Micahel Neil Beatty
• Michael Neil Beatty