Joseph D Millard
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
12 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
12 years in the industry.
- Cambridge Investment Research Advisors, Inc.Sep 2026 to now
- Cambridge Investment Research, Inc.Jun 2026 to now
- Fidelity InvestmentsAug 2024 to Apr 2026
- Charles Schwab & Co., Inc.Mar 2017 to Aug 2024
- Charles Schwab BankMar 2017 to Aug 2024
- J.P. Morgan Securities LLCMar 2014 to Mar 2017
- JPMorgan Chase Bank NAMar 2014 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 5730466
- Firm CRD
- 134139