Giao Ngoc Vo
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Cambridge Investment Research Advisors, Inc.Feb 2024 to now
- Cambridge Investment Research Advisor, Inc.Feb 2024 to now
- Cambridge Investment Research, Inc.Feb 2024 to now
- Ameriprise Financial Services, LLCJul 2021 to Feb 2024
- PrimericaMay 2021 to Jun 2021
- UnemployedAug 2020 to Apr 2021
- Fpa ExternshipJun 2020 to Jul 2020
- UnemployedOct 2019 to May 2020
- April RobertsAug 2019 to Sep 2019
- UnemployedJun 2019 to Jul 2019
- Texas A&mAug 2018 to May 2019
- UnemployedDec 2015 to Jul 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2021
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
- 7411911
- Firm CRD
- 134139