Stephen Russell Story
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
24 yearsExperience
2 statesRegistered in
$138.7BFirm assets
21 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
24 years in the industry.
- Cambridge Investment Research Advisors, Inc.Mar 2026 to now
- Cambridge Investment Research, Inc.Mar 2026 to now
- Fourth Element Farms, LLCJan 2026 to now
- Self Employed Insurance Sales AgentJun 2002 to now
- Cetera Investment Advisers LLCMar 2023 to Mar 2026
- Cetera Wealth Services, LLCSep 2019 to Mar 2026
- Summit Financial Group IncAug 2014 to May 2021
- Summit Brokerage ServicesAug 2014 to Sep 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1990
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
Cambridge Investment Research Advisors, Inc.
$138.7BAssets managed
361,213Clients
3,884Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2002474
- Firm CRD
- 134139