Aaron j Pepin
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
21 yearsExperience
1 stateRegistered 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
21 years in the industry.
- Cambridge Investment Research Advisors, Inc.May 2024 to now
- Cambridge Investment Research, Inc.May 2024 to now
- Osaic Wealth, Inc.Jan 2024 to May 2024
- Woodbury Financial Services IncJun 2018 to Jan 2024
- Bok Financial Securities, Inc.Mar 2003 to Jun 2018
- BOKF, NAMar 2003 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (OK).
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
- 4954641
- Firm CRD
- 134139