Marie Sharon Everitt

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

• 01/2013 → Present
  Cambridge Investment Research, Inc
  Fairfield, IA
• 01/2013 → Present
  Cambridge Investment Research Advisors, Inc
  Fairfield, IA

Previous Registrations

• 2011-07-12 → 2013-01-10
  Cetera Advisors Llc
  Canton, MI
  Novi, MI
• 2008-02-20 → 2011-03-30
  Edward Jones
  Canton, MI
  Northville, MI
  Canton, MI
  St Louis, MO

Other Businesses

1) STRATEGIC PATHWAYS LLC, 1240 FAIRGROUND ST PLYMOUTH MI, 01/2013, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL, 40 HR/YR 10 HR/TRADING 2) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, 01/2013, AS ADVISORY REP OF A RIA, INV REL, 80 HR/MO 40 HR/MO TRADING

Exams

• S66 Uniform Combined State Law Examination
  2008-02-07
• S63 Uniform Securities Agent State Law Examination
  2000-03-11

Other Names

• Marie Sharon Fowlkes
• Marie Sharon Gentelia
• Marie Sharon Everitt
• Marie Sharon Gentelia