Kody James Lowden
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.Jan 2026 to now
- Cambridge Investment Research, Inc.Jun 2022 to now
- Foxworthy Wealth AdvisorsMay 2021 to now
- 3bg SupplyJan 2020 to May 2021
- Howard Bailey FinancialJan 2018 to Dec 2019
- Nylife Securities LLCSep 2017 to Jan 2018
- New York Life InsuranceAug 2017 to Sep 2017
- UnemployedMay 2017 to Aug 2017
- Lincoln Financial DistributorsSep 2014 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (IN).
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
- 6395946
- Firm CRD
- 134139