Jeffrey John Mccue
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
13 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
13 years in the industry.
- Cambridge Investment Research Advisors, Inc.May 2024 to now
- Cambridge Investment Research, Inc.May 2024 to now
- Independent Advisor AllianceNov 2017 to May 2024
- LPL Financial LLCNov 2017 to May 2024
- Cetera Investment AdvisorsMar 2017 to Nov 2017
- Cetera Investment Services LLCMar 2017 to Nov 2017
- First National Bank of PaMar 2017 to Nov 2017
- Securities America Advisors, Inc.Jun 2013 to Mar 2017
- Securities America, Inc.Jun 2013 to Mar 2017
- Yadkin Valley Bank and TrustJun 2013 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 2365427
- Firm CRD
- 134139