Daniel Christopher Moyers

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

• 11/2010 → Present
  Cambridge Investment Research, Inc
  Fairfield, IA
• 11/2010 → Present
  Cambridge Investment Research Advisors, Inc
  Fairfield, IA

Previous Registrations

• 2004-03-11 → 2010-11-11
  Transamerica Financial Advisors, Llc
  Carmel, IN
  Louisville, KY

Other Businesses

1)CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 40/WK - 40/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 2)MOYERS FINANCIAL SERVICES INC, 6104 FOX COVE CT, PROSPECT, KY, 11/2010, AS PRESIDENT/INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INVESTMENT RELATED BUSINESS - 2/MO - 2/TRADING. 3)PITT ACADEMY, 7515 Westport Road, Louisville KY 40222, United States, START DATE 07/2015, Board Member, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 5 HR/MO, 0 HR/MO TRADING

Exams

• S66 Uniform Combined State Law Examination
  2004-01-23
• S63 Uniform Securities Agent State Law Examination
  2000-12-21

Other Names

• Daniel Moyers
• Dan Moyers