Darraugh Anne Valli

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

• 01/2000 → Present
  Family Investors Company
  Fanwood, NJ
• 01/2024 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 01/2024 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Other Businesses

1) SILVER BEACH ASSOCIATION, 205 SILVER BEACH RD SILVER BEACH NJ, 09/2022, BOARD MEMBER, INV REL, 2 HR/MO 0 HR/MO TRADING 2) DARRAUGH A. VALLI, 265 SOUTH AVENUE FANWOOD NJ, 04/2024, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 2 HR/MO 2 HR/MO TRADING 3) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, 01/2024, ADVISORY REP OF AN RIA, INV REL, 160 HR/MO 120 HR/MO TRADING 4) FAMILY INVESTORS COMPANY, 265 SOUTH AVENUE FANWOOD NJ, 04/2024, OWNER, DBA, INV REL, 160 HR/MO 160 HR/MO TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-09-04
• S63 Uniform Securities Agent State Law Examination
  1995-04-21

Other Names

• Darraugh Anne Obrien