Terek Wilson
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
11 yearsExperience
2 statesRegistered in
$138.7BFirm assets
21 yearsFirm in business
Are you Terek Wilson? Claim your profile
Contact this firm
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.Aug 2026 to now
- Cambridge Investment Research, Inc.Aug 2026 to now
- Foundations Investment Advisors LLCNov 2025 to Aug 2026
- Lsf Capital LLCFeb 2025 to Oct 2025
- Ohio National Financial ServicesJan 2023 to Jan 2025
- On Investment Management CoJan 2023 to Jan 2025
- The On Equity Sales CompanyJan 2023 to Jan 2025
- Changepath, LLCAug 2021 to Dec 2022
- Client One Securities, LLCAug 2021 to Dec 2022
- USA Financial SecuritiesNov 2019 to Jul 2021
- Allstate Distributors, LLCMar 2018 to Oct 2019
- Allstate Insurance CompanyAug 2015 to Oct 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 2 states (FL, PA).
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
- 5645051
- Firm CRD
- 134139