Adam Brand
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
19 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
19 years in the industry.
- Cambridge Investment Research Advisors, Inc.Jul 2026 to now
- Cambridge Investment Research Adviosr, Inc.Jul 2026 to now
- Cambridge Investment Research, Inc.Apr 2026 to now
- Lincoln Financial Distributors, IncAug 2007 to now
- CentricaJan 2021 to Mar 2025
- Centrica/direct EnergySep 2017 to Jan 2021
- Cardtronics PlcSep 2015 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (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
- 5159396
- Firm CRD
- 134139