Olin B. Ragsdale

CAMBRIDGE INVESTMENT RESEARCH ADVISORS

Fort Worth, TX

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CRD#: 1042520

Professional summary

Olin Blayne Ragsdale is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Fort Worth, Texas and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Ft Worth, Texas.

Olin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1983. Olin has worked at 11 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. OLIN RAGSDALE, CLU, AEP, CES, PO BOX 25553, FT WORTH, TX,INDEPENDENT INSURANCE AGENT, 07/1967. FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL-3/WK-3/TRADING. 2. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING. 04/01/19 3. OLIN RAGSDALE, 1701 RIVER RUN, STE 1021, FORT WORTH, TX, SENIOR CE TCC, CE CLE CLASSES/WEBINARS FOR ATTORNEYS, 09/15/20, NIR, TEACHER, SPONSOR, PRESENTER, 10/MO- 2/TRADING

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Olin Blayne Ragsdale's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CRD#: 30933

COLUMBUS, OH

Past

April 6, 1990 - January 15, 1999

MML INVESTORS SERVICES, LLC

CRD#: 10409

SPRINGFIELD, MA

Past

March 23, 1990 - April 12, 1990

OPPENHEIMER & CO. INC.

CRD#: 249

NEW YORK, NY

Past

December 9, 1988 - March 23, 1990

B.C. CHRISTOPHER SECURITIES CO.

CRD#: 60

Past

March 7, 1988 - December 31, 1988

SOUTHMARK FINANCIAL SERVICES, INC.

CRD#: 6518

Past

October 14, 1986 - March 23, 1990

B.C. CHRISTOPHER SECURITIES CO.

CRD#: 60

KANSAS CITY, MO

Past

March 27, 1985 - December 9, 1986

MML INVESTORS SERVICES, LLC

CRD#: 10409

Past

July 21, 1983 - December 10, 1986

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY

CRD#: 2682

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CRD#: 134139 / SEC#: 801-63930

RIA

Registered Investment Advisory firm - (2/3/2005 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Texas
(4/1/2019)

IAR

Texas
(4/1/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/20/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/31/1985

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 7/19/1983

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CRD#: 134139 / SEC#: 801-63930

RIA

Registered Investment Advisory firm - (2/3/2005 Approved)

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Contact information

Main Address

1776 Pleasant Plain Rd., Fairfield, IA 52556-8757

Mailing Address

Phone number

(641) 472-5100

Established

Firm type

Fiscal year end

# of Employees

3,361

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CIRA ADV 2A (9/8/2025)

WEALTHPORT WRAP BROCHURE (9/8/2025)

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	Cover Page	Report
04/29/2024	Cover Page	Report

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.

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Olin B. Ragsdale

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Olin Blayne Ragsdale's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAMBRIDGE INVESTMENT RESEARCH, INC.

SIGNAL SECURITIES, INC.

SIGNAL SECURITIES, INC.

RHODES INVESTMENT ADVISORS, INC.

RHODES SECURITIES, INC.

SIGNAL SECURITIES, INC.

SIGNAL SECURITIES, INC.

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

RHODES INVESTMENT ADVISORS, INC.

RHODES SECURITIES, INC.

WORLD CHOICE SECURITIES, INC.

WORLD CHOICE SECURITIES, INC.

MML INVESTORS SERVICES, LLC

OPPENHEIMER & CO. INC.

B.C. CHRISTOPHER SECURITIES CO.

SOUTHMARK FINANCIAL SERVICES, INC.

B.C. CHRISTOPHER SECURITIES CO.

MML INVESTORS SERVICES, LLC

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY

Primary Firm SEC Registration

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/20/1999

Series 63

Date: 5/31/1985

SIE

Date: 10/1/2018

Series 6

Date: 7/19/1983

FINRA

Current Firm

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

TRUST BUT VERIFY

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