Eddie Thomas Rollins

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

• 01/2010 → 01/2024
  Horizon Investments Llc
  Charlotte, NC
• 12/2015 → 12/2023
  Quasar Distributors, Llc
  Milwaukee, WI
• 01/2024 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 01/2024 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 01/2024 → Present
  Bridgeport Financial Solutions
  Fairfield, IA

Previous Registrations

• 2010-03-02 → 2024-01-02
  Horizon Investments Llc
  Charlotte, NC
• 2009-03-16 → 2009-06-04
  Oppenheimer & Co. Inc.
  Winston-Salem, NC
  Charlotte, NC
• 2007-04-24 → 2009-03-16
  Stanford Group Company
  Austin, TX
  Jackson, MS
  Asheville, NC
  Baltimore, MD
  Denver, CO
  Little Rock, AR
  Charlotte, NC
  Nashville, TN
  Houston, TX

Other Businesses

1) PS91, CHARLOTTE NC 28226, 06/2019, MANAGER, LLC INSIDE OF FAMILY TRUST, NIR, 0 HR/MO - 1 HR/MO TRADING.

Exams

• S66 Uniform Combined State Law Examination
  2007-04-23
• S65 Uniform Investment Adviser Law Examination
  1993-09-03
• S63 Uniform Securities Agent State Law Examination
  1986-07-30