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Matthew Vance Hovey

Investment adviser representative at Cambridge Investment Research Advisors, Inc.
15 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

15 years in the industry.

  1. Cambridge Investment Research Advisors, Inc.Jul 2022 to now
  2. Cambridge Investment Research AdvisorJul 2022 to now
  3. Cambridge Investment Research Inc.Jul 2022 to now
  4. Creative PlanningDec 2021 to Jul 2022
  5. UnemployedAug 2021 to Dec 2021
  6. Waddell & Reed IncNov 2011 to Aug 2021

Exams passed

  • Series 63 · Uniform Securities Agent State Law2011
  • Series 65 · Uniform Investment Adviser Law2017

State registrations

Registered as an investment adviser representative in 2 states (IA, KS).

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
2955610
Firm CRD
134139
Advisor's SEC record (opens in a new tab)
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