Becky Sue Weyer
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
10 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
10 years in the industry.
- Cambridge Investment Research Advisors, Inc.Aug 2024 to now
- Cambridge Investment Research, Inc.Aug 2024 to now
- Harbour Investments, IncJan 2022 to Aug 2024
- WdsJan 2022 to Aug 2024
- Cambridge Investment Research, Inc.Sep 2017 to Dec 2021
- Harbour Investments, IncAug 2017 to Sep 2017
- Wealth Distribution Strategies LLCAug 2017 to Sep 2017
- Cambridge Investment Research, Inc.Mar 2016 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (WI).
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
- 5417317
- Firm CRD
- 134139