Gary Carl Sanson
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
30 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$138.7BFirm assets
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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
30 years in the industry.
- Continuity Partners Group, LLCJul 2013 to now
- Cambridge Investment Research Advisors, Inc.Jan 2010 to now
- Cambridge Investment Research, IncJan 2010 to now
- Brokers InsuranceOct 2001 to now
- Neiburg Insurance AgencyJan 2001 to now
- Financial Education GroupJan 1997 to now
- Financial VoyagesJan 1996 to now
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 2 states (PA, 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
- 2329819
- Firm CRD
- 134139