Herson E Castaneda
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.Nov 2021 to now
- Cambridge Investment Research, Inc.Nov 2021 to now
- Schuster Anderson Wealth AdvisorsNov 2020 to now
- Principal Life Insurance CompanyNov 2020 to Nov 2021
- Principal Securities IncNov 2020 to Nov 2021
- Schuster AndersonOct 2020 to Nov 2020
- Wells Fargo Clearing Services, LLCMay 2019 to Oct 2020
- Sosi LLCApr 2018 to Aug 2018
- Absolute Advantage InterpretingJan 2017 to Apr 2019
- Law Offices of Marisa-andrea MooreMay 2014 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (NE).
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
- 7128284
- Firm CRD
- 134139