Martin James Mckeever

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

• 07/2015 → 01/2018
  Suntrust Investment Services, Inc
  Atlanta, GA
• 08/2016 → 01/2018
  Suntrust Advisory Services
  Atlanta, GA
• 01/2020 → 08/2020
  Capitol Securities Management, Inc
  Glen Allen, VA
• 01/2018 → 07/2022
  Swmg Trust And Tax At Dover Accounting
  Dover, NJ
• 11/2024 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 11/2024 → Present
  Cambridge Investment Research Advisor, Inc.
  Fairfield, IA
• 01/2020 → 07/2021
  Wegmans
  Grottoes, VA
• 01/2020 → 07/2021
  Shenandoah Catering And Wines
  Grottoes, VA
• 07/2022 → 12/2022
  Equity Services Inc
  Montpelier, VT
• 07/2022 → Present
  National Life Group
  Myrtle Beach, SC

Previous Registrations

• 2022-08-12 → 2022-12-09
  Equity Services, Inc.
  White Plains, NY
  Myrtle Beach, SC
  Staunton, VA
• 2020-01-08 → 2020-08-05
  Capitol Securities Management, Inc.
  Glen Allen, VA
• 2016-09-19 → 2018-02-05
  Truist Advisory Services, Inc.
  Fredericksburg, VA
  Staunton, VA
  Hopewell, VA
  Lynchburg, VA
• 2015-07-01 → 2016-12-31
  Truist Investment Services, Inc.
  Harrisonburg, VA
  Fredericksburg, VA
  Staunton, VA
  Harrisonburg, VA
  Richmond, VA
  Lynchburg, VA
• 2014-08-01 → 2015-07-06
  Wells Fargo Clearing Services, Llc
  Roanoke, VA
  Waynesboro, VA
  Roanoke, VA
• 2011-09-30 → 2014-08-04
  Pnc Wealth Management Llc
  Fredericksburg, VA
  Fredericksburg, VA
  Fredericksburg, VA
  Fredericksburg, VA
  Fredericksburg, VA
  Fredericksburg, VA
  Fredericksburg, VA
  Warrenton, VA
  Marshall, VA
  Fredericksburg, VA
  Fredericksburg, VA
  Fredericksburg, VA
  Spotsylvania, VA
  Fredericksburg, VA
• 2008-02-04 → 2008-07-09
  Hsbc Securities (Usa) Inc.
  Alexandria, VA
  Rockville, MD
  Bethesda, MD
  Arlington, VA
• 2006-12-04 → 2007-09-05
  United Brokerage Services, Inc
  Grottoes, VA
  Harrisonburg, VA
  Bridgewater, VA
• 2006-10-20 → 2006-12-07
  Banc Of America Investment Services, Inc.
  Charlottesville, VA
• 2004-03-31 → 2006-10-24
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Vienna, VA
  Vienna, VA

Other Businesses

1. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF AN RIA, INV REL, 160 HR/MO, 120 HR/MO TRADING, 11/2024

Exams

• S63 Uniform Securities Agent State Law Examination
  2014-10-27
• S65 Uniform Investment Adviser Law Examination
  2011-09-27

Other Names

• Marty J Mckeever