Demetrius Russell

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 → 12/2023
  Lincoln Financial Distributors
  Radnor, PA
• 03/2024 → 01/2025
  Lincoln Financial Advisors Corporation
  Maitland, FL
• 12/2023 → 03/2024
  Unemployed
  Winter Park, FL
• 01/2025 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 01/2025 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2024-06-06 → 2025-01-22
  Osaic Fa, Inc.
  Winter Park, FL
  Vienna, VA
  Maitland, FL

Other Businesses

1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 01/2025, AS ADMINISTRATIVE REP OF A RIA. INV REL, 80 HR/MO- 80 HR/MO TRADING. 2) VALORIS WEALTH, 100 Boucle Jeanne Cir, Maitland FL 32751, United States, 01/20/2024, Agent, Insurance/Benefits/Human Resources, NIR, 4 HR/MO- 1 HR/MO TRADING.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-06-04
• S63 Uniform Securities Agent State Law Examination
  2016-07-21