Best Investors
Account
Sign in
Best Investors
Account
Sign in
Cambridge Investment Research Advisors, Inc. CRD 134139
$139B regulatory AUM 68,815 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-27 |
Branch Locations
100 Ne Loop 410 Ste. 1085, San Antonio, TX 78216 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ann Kilmer Independent Insurance | San Antonio | TX | 03/1999 | Present |
| Ann Kilmer | San Antonio | TX | 05/2016 | Present |
| United Planners Financial Services Of America | Scottsdale | AZ | 11/2017 | 01/2025 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 01/2025 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2025 | Present |
| Invest Financial Corporation | San Antonio | TX | 07/2007 | 11/2017 |
| Kilmer And Company, Pllc | San Antonio | TX | 09/2007 | Present |
1) KILMER & COMPANY, PLLC, 12826 El Dorado, Universal City TX 78148, 01/2025, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 5 HR/MO - 0 HR/MO TRADING. 2) ANN KILMER, 12826 El Dorado, Universal City TX 78148, 10/2022, OWNER, REAL ESTATE, NIR, 5 HR/MO - 0 HR/MO TRADING. 3) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF AN RIA, INV REL, 160 HR/MO, 120 HR/MO TRADING, 01/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-29 |
| S63 | Uniform Securities Agent State Law Examination | 1999-01-30 |
Reach out to this advisor