April D Wallace
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
11 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
11 years in the industry.
- Cambridge Investment Research Advisors, Inc.Jul 2025 to now
- Cambridge Investment Research, Inc.Jul 2025 to now
- Osaic Advisory Services, LLCNov 2024 to Jul 2025
- Osaic Wealth, Inc.Jun 2024 to Jul 2025
- Arbor Point AdvisorsOct 2019 to Nov 2024
- Securities America, Inc.Oct 2019 to Jun 2024
- Cetera Advisor Networks LLCSep 2019 to Oct 2019
- Summit Financial Group IncApr 2018 to Oct 2019
- Cetera Investment Advisers LLCOct 2015 to Oct 2019
- Summit Brokerage ServicesSep 2015 to Sep 2019
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 2 states (AL, 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
- 4192977
- Firm CRD
- 134139