Gregory O neil Garvin
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
29 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
29 years in the industry.
- Cambridge Investment Research Advisors, Inc.Aug 2019 to now
- Cambridge Investment Research, Inc.Aug 2019 to now
- Park Avenue Securities, LLCApr 2018 to Aug 2019
- Guardian Life Insurance Co of AmericaMar 2018 to Aug 2019
- UnemployedSep 2017 to Mar 2018
- American Century Investment Services Inc.Mar 1997 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (GA).
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
- 2553775
- Firm CRD
- 134139