James Page Todd
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
10 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
10 years in the industry.
- Cambridge Investment Research Advisors, Inc.Jan 2025 to now
- Wiregrass RealtyNov 2023 to now
- Todd Financial Services, LLCJan 2021 to now
- Perennial South, LLCMay 2024 to Sep 2024
- City of DothanMar 2024 to Apr 2024
- UnemployedNov 2022 to Mar 2024
- Boyd Engineering, LLCSep 2022 to Nov 2022
- UnemployedFeb 2022 to Sep 2022
- J&b Enterprises Pcb, LLCOct 2018 to Feb 2022
- StudentAug 2016 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 8034804
- Firm CRD
- 134139