AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
RB

Richard P. Busher

Some features on this profile are disabled
CRD#: 1114627
RB

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.

Richard Paul Busher, who also goes by Richard Busher, was a registered financial professional .

Richard is a previously registered financial professional and started their career in finance in 1983. Richard had worked at 16 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 22 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Richard Busher

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

April 9, 2014 - December 23, 2014

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
Oceanside, CA
Past

April 1, 2014 - December 23, 2014

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA
CRD#: 134139
OCEANSIDE, CA
Past

December 15, 2010 - April 3, 2012

ALLSTATE FINANCIAL ADVISORS, LLC

RIA
CRD#: 109524
SAN DIEGO, CA
Past

December 15, 2010 - April 3, 2012

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
SAN DIEGO, CA
Past

March 10, 2009 - June 1, 2009

TRANSAMERICA INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 108488
CARLSBAD, CA
Past

April 17, 2008 - June 1, 2009

TRANSAMERICA CAPITAL, LLC

BD
CRD#: 8217
DENVER, CO
Past

April 25, 2007 - May 18, 2007

COREBRIDGE CAPITAL SERVICES, INC.

BD
CRD#: 13158
JERSEY CITY, NJ
Past

January 24, 2003 - June 22, 2006

GUGGENHEIM DISTRIBUTORS, LLC

BD
CRD#: 40805
ROCKVILLE, MD
Past

April 26, 2000 - November 18, 2002

FUNDS DISTRIBUTOR, LLC

BD
CRD#: 7174
PORTLAND, ME
Past

December 9, 1999 - April 25, 2000

LPM INVESTMENT SERVICES, INC

BD
CRD#: 33980
PALM BEACH, FL
Past

March 3, 1998 - November 23, 1999

NATIXIS DISTRIBUTION, LLC

BD
CRD#: 34754
BOSTON, MA
Past

July 15, 1997 - February 12, 1998

COREBRIDGE CAPITAL SERVICES, INC.

BD
CRD#: 13158
JERSEY CITY, NJ
Past

March 30, 1995 - July 15, 1997

SUNAMERICA SECURITIES, INC.

BD
CRD#: 20068
PHOENIX, AZ
Past

March 28, 1991 - December 16, 1994

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

BD
CRD#: 7325
BOSTON, MA
Past

January 1, 1988 - April 8, 1991

GUARDIAN INVESTOR SERVICES LLC

BD
CRD#: 6635
NEW YORK, NY
Past

August 27, 1985 - December 15, 1987

VP DISTRIBUTORS LLC

BD
CRD#: 3036
Past

April 26, 1983 - August 19, 1985

NPC SECURITIES, INC.

BD
CRD#: 10121

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 1/14/2009
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


CI
CAMBRIDGE INVESTMENT RESEARCH, INC.
CAMBRIDGE | JORDAN CREEK FINANCIAL SERVICES | FAIRFIELD GLOBAL INVESTMENTS, INC. | CANTELLA & CO., INC. | CAMBRIDGE INVESTMENT RESERARCH, INC. | CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543 / SEC#: , 8-48740

BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757
Mailing Address
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757
Phone number
(641) 472-5100
Established
Iowa since 10/12/1995
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
CAMBRIDGE INVESTMENT GROUP, INC.SHAREHOLDER/HOLDING COMPANY
BELL, COLLEEN MCGUIREPRESIDENT INNOVATION AND EXPERIENCE; DIRECTOR5077188
BOEN, RYANEVP, CHIEF FINANCIAL OFFICER/FINOP, PRINCIPAL OPERATIONS OFFICER7842316
KUHLMAN, RICHARD HENRYSVP, CHIEF LEGAL OFFICER7076563
MILLER, SETH AARONPRESIDENT ADVOCACY & ADMINISTRATION; GENERAL COUNSEL; DIRECTOR5495508
ROBBINS, TAMMY ANNEXECUTIVE VICE PRESIDENT/CHIEF BUSINESS DEVELOPMENT OFFICER3125668
ROLLINS, EDDIE THOMASEXECUTIVE VICE PRESIDENT, MANAGING DIRECTOR - BRIDGEPORT1523500
SHAFER, ANDREA LYNNEVP, CHIEF SUPERVISION OFFICER5448499
STONE, CARLA JEANFIRST VICE PRESIDENT, FINANCE/CHIEF ACCOUNTING OFFICER3193985
TURNER, GREGORY WALTEREVP, CONSULTING SERVICES3144311
VEST, VALARIE KNOBLOCKEVP, CHIEF EXPERIENCE OFFICER3074142
VIVACQUA, JEFFREY FRANCISPRESIDENT GROWTH AND DEVELOPMENT; DIRECTOR2608892
WEBBER, AMY LYNNCEO, SECRETARY; DIRECTOR1812670
YOUHN, STEPHEN MICHAELCHIEF COMPLIANCE OFFICER1414691

Disclosures


Regulatory Event13
Arbitration4

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.

Company Information


CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

TRUST BUT VERIFY

Monitor Richard Busher

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics