David John Nesbitt
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
20 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
20 years in the industry.
- Cambridge Investment Research Advisors, Inc.May 2024 to now
- Cambridge Investment Research, Inc.May 2024 to now
- Nesbitt Financial ServicesJul 2006 to now
- LPL Financial, LLCSep 2018 to May 2024
- Cambridge Invesment Research Advisors, IncOct 2012 to Sep 2018
- Cambridge Investment Research, IncOct 2012 to Sep 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 2 states (FL, NY).
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
- 2436677
- Firm CRD
- 134139