Richard Mario Blanco

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

• 10/2008 → 11/2016
  Metlife Securities Inc
  Akron, OH
• 11/2016 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 11/2016 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2008-11-04 → 2016-11-15
  Msi Financial Services, Inc.
  Dublin, OH
  Canfield, OH
  Youngstown, OH
  Broadview Hts, OH
  Broadview Heights, OH
• 2001-01-09 → 2004-12-31
  Wrp Investments, Inc.
  Youngstown, OH
  Youngstown, OH

Other Businesses

1.DICKEY WHITE BAND, CANFIELD, OH, 7/2009 AS MUSICIAN. NIR - 12/MO - 0/TRADING. 2.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. 3.INDEPENDENT INSURANCE AGENT, CANFIELD, OH, 11/2016 FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 5/WK - 1/TRADING. 4.RMB FINANCIAL SERVICES, CANFIELD, OH, 4/2017 AS INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 6/YR - 0/TRADING.

Exams

• S63 Uniform Securities Agent State Law Examination
  2006-09-28

Other Names

• Rick Blanco