Janice Susan Towne
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
48 yearsExperience
2 statesRegistered in
CFP® certification, PFSDesignations
$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
48 years in the industry.
- Cambridge Investment Research Advisors, Inc.Oct 2024 to now
- Cambridge Investment Research, Inc.Oct 2024 to now
- Fixed and Equity Indexed AnnuitiesDec 2023 to now
- Henry County Health Center FoundationSep 2023 to now
- Hotel Manning Preservation GroupApr 2018 to now
- Rental PropertyMar 2014 to now
- Riverview Financial Group,pcNov 2009 to now
- InsuranceDec 1997 to now
- Janice S. TowneJan 1978 to now
- Avantax Insurance Agency, LLCMay 2017 to Oct 2024
- Avantax Advisory ServicesOct 2000 to Oct 2024
- Avantax Investment Services, Inc.Sep 1999 to Oct 2024
Designations
- CFP® certification
- PFS
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 2 states (IA, 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
- 2785744
- Firm CRD
- 134139