Christine L. Weidner
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Christine Lea Weidner, who also goes by Teena Weidner, was a registered financial professional .
Christine is a previously registered financial professional and started their career in finance in 1982. Christine had worked at 7 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
July 5, 2006 - December 31, 2015
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
June 30, 2006 - June 30, 2006
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
June 30, 2006 - December 31, 2015
CAMBRIDGE INVESTMENT RESEARCH, INC.
October 21, 2003 - July 6, 2006
IPI WEALTH MANAGEMENT, INC.
August 11, 2003 - June 30, 2006
INVESTMENT PLANNERS, INC.
April 27, 1998 - August 18, 2003
CUNA BROKERAGE SERVICES, INC.
November 11, 1993 - August 18, 2003
CUNA BROKERAGE SERVICES, INC.
March 9, 1984 - October 29, 1993
CENTURY INVESTORS OF AMERICA, INC.
March 30, 1982 - December 16, 1983
FIRST MIDSTATE INCORPORATED
Primary Firm SEC Registration
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CRD#: 134139 / SEC#: 801-63930
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CRD#: 134139 / SEC#: 801-63930
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 438,414 |
| AUM (Assets Under Management) | $ 102,413,096,032 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/09/2024 | ||
| 04/29/2024 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
