Xavier Villavicencio Santana

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

• 05/2022 → Present
  Cambridge Investment Research Inc.
  Fairfield, IA
• 11/2023 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 12/2015 → 12/2017
  Lyles Utility
  Bakersfield, CA
• 01/2018 → 03/2018
  Starbucks
  Santa Maria, CA
• 04/2018 → 07/2018
  Grants Construction
  Santa Maria, CA
• 08/2018 → 09/2019
  County Of Santa Barbara
  Santa Maria, CA
• 12/2020 → 05/2022
  Traffic Management Inc
  Nipomo, CA
• 09/2019 → 03/2020
  Santa Maria Post Acute
  Santa Maria, CA
• 04/2020 → 11/2020
  Unemployed
  Santa Maria, CA
• 12/2024 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Other Businesses

1) ONE RESOURCE GROUP, 4511 PENDULA LN SANTA MARIA CA, 12/2023, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE AGENCIES, INV REL, 3 HR/MO 3 HR/MO TRADING 2) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADMINISTRATIVE REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. 12/04/2024 3) MONARCH FINANCIAL SOLUTIONS, 1303 E Grand Ave STE 127, Arroyo Grande CA 93420, United States, 04/22/2026, Owner, DBA Name, NIR, 160 HR/MO - 100 HR/MO TRADING

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-06-29
• S65 Uniform Investment Adviser Law Examination
  2022-12-29

Other Names

• Xavier Santana