Zachary Avery

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

• 12/2018 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 12/2018 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 06/2016 → 06/2018
  Clark Shawnee Local
  Springfield, OH
• 04/2018 → Present
  Ih Credit Union
  Springfield, OH
• 09/2019 → Present
  Cambridge Investment Research Advisors, Inc
  Fairfield, IA

Other Businesses

1.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 20/WK - 20/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 2. CALLAND AND CAMPBELL INSURANCE, 5000 URBANA RD, SPRINGFIELD, OH, AGENT, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 10/WK- 2/TRADING 3. CLARK SHAWNEE LOCAL SCHOOLS, 3680 SELMA RD, SPRINGFIELD, OH- BASKETBALL COACH, NIR, 10/WK- 0/TRADING 4. NACO RENTALS LLC, Springfield OH 45501, 04/15/2023, Owner, Owner/Partner of a Business Entity, NIR, 30 HR/MO - 0 HR/MO TRADING

Exams

• S66 Uniform Combined State Law Examination
  2019-06-08

Designations

• Certified Financial Planner