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Elizabeth Passion Allen

Cambridge Investment Research Advisors, Inc.

Cookeville, TN

Fairfield, IA

CRD 6574191

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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:

Current Employers
Cambridge Investment Research Advisors, Inc.

1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2026-04-29
TN RA APPROVED 2026-04-06
  • IA RA
    APPROVED
    Since 2026-04-29
  • TN RA
    APPROVED
    Since 2026-04-06

Branch Locations

753 Humble Dr., Ste. A, Cookeville, TN 38501 • United States

Fairfield, IA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cambridge Investment Research Advisors, Inc. Fairfield IA 10/2015 02/2020
Smartpro Financial University Park FL 02/2020 01/2026
Smartpro Financial - Ben Mcpherson Cookeville TN 01/2026 Present
Other Businesses

All of this info is listed on the OBA items I submitted.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-04
  • S65 Uniform Investment Adviser Law Examination
    2026-04-04
Other Names
  • Elizabeth Passion Lambert
  • Elizabeth Passion Allen

View on SEC IAPD

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RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Cookeville, TN
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CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Cookeville, TN

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