Erica Nicole Molina
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Cambridge Investment Research Advisors, Inc.Jan 2024 to now
- Cambridge Investment Research Inc.Jan 2024 to now
- Team BeachbodyDec 2015 to now
- The Vanguard Group, Inc.Jan 2019 to Aug 2023
- Charles Schwab & Co., Inc.Aug 2016 to Dec 2018
- Schwab Private Client Investment Advisory, Inc.Aug 2016 to Dec 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 4649632
- Firm CRD
- 134139