Edward Tony Carfang

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

• 01/2000 → 11/2016
  Trustmark Financial Group, Inc.
  Greensburg, PA
• 12/2016 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 12/2016 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2003-05-29 → 2016-12-08
  Trustmont Advisory Group, Inc.
  Greensburg, PA
  Delmont, PA

Other Businesses

1)CIRA, 1776 Pleasant Plain Rd., Fairfield, IA 52556, IAR since 12/2/16, investment related, 60 hours weekly, 30 during trading. 2)Insurance agent/sales, Carfang Financial Services, 601 Tollgate Lane, Delmont, PA 15626, agent since 2/10/83, investment related, 15 hours monthly not during trading. 3)EDWARD T CARFANG JR., 4044 Monroeville Blvd, Monroeville PA 15146, United States, 12/07/2016, IAR, DBA Name, INV REL, 160 HR/MO - 120 HR/MO TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-03-25
• S63 Uniform Securities Agent State Law Examination
  1993-10-19

Other Names

• Ed Carfang
• Edward T Carfang