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Ronald Lynn Gay

Investment adviser representative at Cambridge Investment Research Advisors, Inc.
8 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

8 years in the industry.

  1. Cambridge Investment Research Advisors, Inc.Nov 2017 to now
  2. Cambridge Investment Research, Inc.Nov 2017 to now
  3. Calton & Associates, IncNov 2017 to Nov 2017
  4. Ims Financial Advisors, Inc.Aug 2009 to Nov 2017
  5. Ims Securities, Inc.Mar 2009 to Nov 2017

Exams passed

  • Series 66 · Uniform Combined State Law2009

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
5647263
Firm CRD
134139
Advisor's SEC record (opens in a new tab)
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