Sarah Lynn Alarcon
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
10 yearsExperience
2 statesRegistered 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
10 years in the industry.
- Cambridge Investment Research Advisors, Inc.Sep 2023 to now
- Cambridge Investment Research, Inc.Sep 2023 to now
- SootheNov 2022 to now
- Raymond James & Associates, Inc.Jul 2022 to Sep 2023
- PisdNov 2021 to Jul 2022
- AisdOct 2021 to Oct 2021
- Mckee HouseholdJul 2021 to Oct 2021
- LisdAug 2019 to Jun 2021
- PisdDec 2018 to Jul 2019
- Lisd/ University of Texas At AustinAug 2018 to Dec 2018
- Hai Hospitality/ Full-time StudentJan 2018 to Jul 2018
- Austin Sunshine CampsAug 2017 to Dec 2017
- UnemployedJun 2017 to Jul 2017
- Auxilliares De ConversacionSep 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 7601012
- Firm CRD
- 134139