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Brian Bloxom

Cambridge Investment Research Advisors, INC.
31 Years of Experience
Woodbridge, VA
1 DisclosureBrokerSells Insurance
View SEC Summary
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Brian Bloxom is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Woodbridge, VA, with 31 years of industry experience. Brian is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B in assets under management.

Cambridge Investment Research Advisors, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3940 advisors
Number of Clients
361,213 clients
Average Client Portfolio
$384K average
Assets Under Management
$138.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4008 Genesee Place, Ste. 201, Woodbridge, VA, 22192

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2005
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Brian is an independent insurance agent since 1994, dedicating a few hours per week. He also serves on the advisory board of Freedom Bank, is a director consultant for BNI, and is an advisory rep for CIRA, and is the Vice Chairman for the Salvation Army, Prince William County. Brian is also the owner of Sentinel Wealth Partners.

Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
March 2014 - Present · 12 yrs 7 mos
Cambridge Investment Research Advisors, INC.
March 2014 - Present · 12 yrs 7 mos
Previous Registrations
Fulcrum Securities, LLCBroker
March 2008 - March 2014 · 6 yrs
Fulcrum Advisory Services, LLC
March 2008 - March 2014 · 6 yrs
Suntrust Investment Services, INC.
February 2003 - March 2008 · 5 yrs 1 mo
Suntrust Investment Services, INC.Broker
May 2000 - March 2008 · 7 yrs 10 mos
Crestar Securities CorporationBroker
December 1997 - May 2000 · 2 yrs 5 mos
Washington Square Securities, INC.Broker
April 1995 - November 1997 · 2 yrs 7 mos
State Registrations21 states
AZCACODCFLGAKYLAMDMENCNMNYOHORPASCTNTXVAWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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