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Andrew Mcalister

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.

  1. Cambridge Investment Research Advisors, Inc.Feb 2024 to now
  2. Cambridge Investment Research, Inc.Feb 2024 to now
  3. Hebert Financial ServicesJun 2018 to now
  4. Cetera AdvisorsDec 2018 to Feb 2024
  5. Questar Asset ManagementSep 2018 to Dec 2018
  6. Herbert Financial ServicesJun 2018 to Sep 2018
  7. Northwestern State UniversityJun 2014 to May 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2018
  • Series 63 · Uniform Securities Agent State Law2019

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
7005538
Firm CRD
134139
Advisor's SEC record (opens in a new tab)
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