Gail Lynn Waldman
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
26 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$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
26 years in the industry.
- Cambridge Investment Research Advisors, Inc.Jan 2024 to now
- Cambridge Investment Research, IncMar 2008 to now
- Gail WaldmanOct 2007 to now
- Beaufort Water Search & RescueSep 2007 to now
- Hospice VolunteerJul 2006 to now
- Baliwick Home Owners AssociationAug 2005 to now
- Waldman Financial AdvisersMay 2008 to Mar 2024
- Waldman Financial AdvisorsAug 2000 to Mar 2024
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
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
- 4258085
- Firm CRD
- 134139