Benjamin Graham Presley
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
27 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
27 years in the industry.
- Cambridge Investment Research Advisors, Inc.Sep 2023 to now
- Cambridge Investment Research Inc.Jun 2022 to now
- Davis Bingham Hudson and BucknerMay 2020 to Jul 2020
- Rent Gear HereMay 2019 to Aug 2019
- Unemployed (minor)Aug 1999 to May 2022
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (AL).
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
- 7579711
- Firm CRD
- 134139