Eric Wade Cantrell

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

• 07/2013 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 09/2014 → Present
  Cambridge Investment Research, Inc
  Fairfield, IA

Previous Registrations

• 2010-12-14 → 2013-08-16
  Collateral Financial Advisors, Llc
  Birmingham, AL

Other Businesses

1) ERIC CANTRELL, 1449 ACORN WAY E MOUNT OLIVE AL, 09/2015, EMPLOYEE BENEFITS BROKER, BUSINESS CONSULTANT, INV REL, 15 HR/MO 1/TRADING 2) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, 08/2013 AS ADVISORY REP OF A RIA. INV REL, -30 HR/WK 30/TRADING 3) SIX8 LLC, 2040 Bone Dry Rd, Warrior AL 35180, United States, 08/01/2013, OWNER, Insurance/Benefits/Human Resources, INV REL, 20 HR/MO 20 MO/TRADING 4) ERIC CANTRELL, 1449 ACORN WAY E, MOUNT OLIVE, AL, WRITER AND SPEAKER, 01/2020, NIR, 5/MO 1/TRADING

Exams

• S63 Uniform Securities Agent State Law Examination
  2015-01-08
• S65 Uniform Investment Adviser Law Examination
  2010-08-11