Larry Dale Chadwick

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

• 07/2014 → Present
  Cambridge Investment Research, Inc
  Fairfield, IA
• 07/2014 → Present
  Cambridge Investment Research Advisors, Inc
  Fairfield, IA

Previous Registrations

• 2007-03-27 → 2014-07-17
  New England Securities
  Wichita, KS
  Wichita, KS

Other Businesses

1)INDEPENDENT INSURANCE AGENT, 13111 E 21ST ST N, WICHITA, KS, 7/2014 FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 4/MO - 4/TRADING. 2)CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 40 HR/WK - 35/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 3) WICHITA AREA BUILDERS ASSOCIATION;730 N MAIN,WICHITA, KS 67203; BEGAN 9/1/12 AS CHAIRMAN EDUCATION COMMITTEE. NOT INVESTMENT RELATED. 2 HR/MO; 2 DURING TRADING. NON-PROFIT 4.WABA BUILDERS CARE FDN, 730 N MAIN ST, WICHITA, KS, 10/2016 AS VICE CHAIRMAN. NIR - 2/MO - 2/TRADING. 5. CORE NORTH CAPITAL PLANNING, 13111 E 21st St N, Wichita KS 67230-7400, United States, 07/14/2014, IAR, DBA, INV REL, 2/MO - 0/Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-03-13
• S63 Uniform Securities Agent State Law Examination
  1987-04-13

Designations

• Chartered Financial Consultant

Other Names

• Chad Chadwick