James K Lancaster
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
15 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$138.7BFirm assets
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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
15 years in the industry.
- Cambridge Investment Research Advisors, Inc.May 2018 to now
- Cambridge Investment Research, Inc.May 2018 to now
- Alera Investment Advisors, LLCNov 2017 to May 2018
- Triad Advisors, Inc.Nov 2017 to May 2018
- Gcg Financial, LLCJan 2015 to May 2018
- Minnesota Life Ins CoOct 2011 to Nov 2017
- Securian Financial Services Inc.Oct 2011 to Nov 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 2 states (IL, 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
- 5987292
- Firm CRD
- 134139