David Mathew Parent
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
26 yearsExperience
1 stateRegistered 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
26 years in the industry.
- Cambridge Investment Research Advisors, Inc.Dec 2025 to now
- Cambridge Investment Research, Inc.Dec 2025 to now
- Financial Vision, LLCNov 2001 to now
- Osaic Wealth, Inc.Jun 2024 to Dec 2025
- Securities America, Inc.Sep 2020 to Jun 2024
- Financial Vision Advisory Services, LLCMay 2002 to Apr 2026
- Securities Service Network, Inc.Jan 2000 to Sep 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
State registrations
Registered as an investment adviser representative in 1 state (CT).
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
- 2147880
- Firm CRD
- 134139