Dannett June Gardiner
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
26 yearsExperience
2 statesRegistered 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
26 years in the industry.
- Cambridge Investment Research Advisors, Inc.Jul 2025 to now
- Cambridge Investment Research, Inc.Jul 2025 to now
- Proxy Wealth Advisors LLCDec 2023 to now
- Hsa BankJan 2021 to now
- Profound Financial PllcSep 2010 to now
- LibertasJan 2000 to now
- Cetera Financial Specialists LLCSep 2019 to Dec 2023
- Avantax Investment Services, Inc.Feb 2018 to Oct 2019
- Mwa Financial Services Inc.Jan 2012 to Sep 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2011
- Series 63 · Uniform Securities Agent State Law2012
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 5864883
- Firm CRD
- 134139