Chris Thomas Marovich

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

• 10/2015 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 10/2015 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 08/2007 → Present
  Retirement Design Group
  Roseville, CA

Previous Registrations

• 2014-09-23 → 2015-10-01
  Global Retirement Partners Llc
  Roseville, CA
  San Rafael, CA
• 2007-10-30 → 2014-11-17
  Financial Telesis Inc
  San Rafael, CA
  Roseville, CA
  San Rafael, CA

Other Businesses

1) RETIREMENT DESIGN GROUP, 4633 LONGVIEW DR, ROCKLIN CA 95677, 7/2007. FINANCIAL PROFESSIONAL UTILIZING DBA NAME, INV REL, 0/MO 0/MO TRADING 2) INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES 3) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. 10/01/2015

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-10-29
• S63 Uniform Securities Agent State Law Examination
  1996-04-23