Benjamin James Blum
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
13 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
13 years in the industry.
- Cambridge Investment Research Advisors, Inc.Sep 2021 to now
- Cambridge Investment Research, Inc.Sep 2021 to now
- Cetera Investment Advisers LLCJun 2020 to Sep 2021
- Cetera Investment Services LLCJun 2020 to Sep 2021
- Woodbury Financial Services IncJul 2018 to Jul 2020
- Cetera Investment Management LLCFeb 2018 to Jun 2018
- Cetera Advisor Networks LLCSep 2017 to Jun 2018
- UnemployedMar 2017 to Sep 2017
- Pacific Select Distributors IncMay 2013 to Mar 2017
- Pacific Life Insurance CompanyApr 2013 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2001
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 4452683
- Firm CRD
- 134139