KB
Kyle E. Beveridge
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
Saint James City, FL
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CRD#: 1140847
KB
Professional summary
Kyle Edwin Beveridge, AIF®, who also goes by Kyle Edwin Beveridge, Kyle E Beveridge, is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Saint James City, Florida and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Saint James City, Florida.
Kyle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1984. Kyle has worked at 12 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kyle Edwin Beveridge | Kyle E Beveridge
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) ESB W & I LLC, 111 PARK AVE E PO BOX 636 MANSFIELD OH 44901, PRESIDENT, ADVISORY DBA, INV REL, 40 HR/MO 35 HR/MO TRADING 2) ARSA LLC, 111 PARK AVE E PO BOX 636 MANSFIELD OH 44901, 01/2000, OWNER, REAL ESTATE, NIR, 5 HR/MO 5 HR/MO TRADING 3) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 02/2023, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO 120 HR/MO TRADING 4) RICHLAND COUNTY GROWTH CORPORATION, 52 N DIAMOND ST MANSFIELD OH 44902, BOARD MEMBER, AMININISTRATIVE, NIR, 2 HR/MO 2 HR/MO TRADING
CRS (Client Relationship Summary) - RIA
Click below to view Kyle Edwin Beveridge's 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®
Experience
Current
February 15, 2023 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #2: 111 Park Ave E, Mansfield, OH 44901RIA
CRD#: 134139
Saint James City, FL
Current
February 15, 2023 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #2: 111 Park Ave E, Mansfield, OH 44901BD
CRD#: 39543
Saint James City, FL
Past
November 15, 2018 - February 15, 2023
INVICTA ADVISORS LLC
RIA
CRD#: 298868
Mansfield, OH
Past
November 15, 2018 - February 15, 2023
INVICTA CAPITAL LLC
BD
CRD#: 288101
Mansfield, OH
Past
February 2, 2016 - December 10, 2018
TRUSTMONT ADVISORY GROUP, INC.
RIA
CRD#: 106015
MANSFIELD, OH
Past
February 2, 2016 - December 10, 2018
TRUSTMONT FINANCIAL GROUP, INC.
BD
CRD#: 18312
MANSFIELD, OH
Past
April 8, 2015 - February 10, 2016
SSN ADVISORY, INC.
RIA
CRD#: 126090
MANSFIELD, OH
Past
February 25, 2013 - December 16, 2015
ESB WEALTH MANAGEMENT, LLC
RIA
CRD#: 154889
MANSFIELD, OH
Past
November 19, 2012 - February 10, 2016
SECURITIES SERVICE NETWORK, LLC
BD
CRD#: 13318
MANSFIELD, OH
Past
August 19, 1999 - November 21, 2012
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
RIA
CRD#: 15708
MANSFIELD, OH
Past
July 21, 1997 - November 21, 2012
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
BD
CRD#: 15708
MANSFIELD, OH
Past
November 1, 1988 - July 21, 1997
MARINER FINANCIAL SERVICES, INC.
BD
CRD#: 8292
LARGO, FL
Past
December 19, 1984 - November 7, 1988
WRP INVESTMENTS, INC.
BD
CRD#: 7365
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".
CI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AXIOM WEALTH PARTNERS | WITS FINANCIAL | WHITE & ASSOCIATES | THE AMERIFLEX GROUP (TAG) | TAG WEALTH | TAG ADVISORS | TAG | SUNRIZE RETIREMENT & FINANCIAL SERVICES | SUMMIT FINANCIAL SOLUTIONS | SUMMIT FINANCIAL & INSURANCE SERVICES LLC | SUMMIT FINANCIAL & INSURANCE SERVICES | STATELINE WEALTH ADVISORS | RIPCORD WEALTH | RIPCORD PARTNERS | PREFERRED PARTNERS | PIVOTAL FINANCIAL ADVISORS LLC | PARTNERS IN PLANNING, LLC | PARAGON FINANCIAL, LLC | JORDAN CREEK FINANCIAL SOLUTIONS | GATEWAY NW WEALTH ADVISORS | GATEWAY FINANCIAL SERVICES, INC | GATEWAY FINANCIAL ADVISORS, LLC | GATEWAY FINANCIAL ADVISORS | FINANCIAL INDEPENDENCE WEALTH MANAGEMENT, LLC | DUNCAN FINANCIAL GROUP, INC | DUNCAN FINANCIAL GROUP LLC | DUNCAN FINANCIAL GROUP | DUNCAN ADVISOR RESOURCES | CORE NORTH CAPITAL PLANNING | CANTELLA CAPITAL GROUP LLC | CANTELLA | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | CAMBRIDGE | AXIOM WEALTH PARTNERS, LLC
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.RR
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
RR
Arizona(2/15/2023)
RR
California(2/15/2023)
RR
Colorado(3/3/2023)
RR
Florida(2/15/2023)
IAR
Florida(10/7/2025)
RR
Georgia(1/2/2025)
RR
Illinois(5/24/2023)
RR
Iowa(2/15/2023)
RR
New Mexico(5/24/2023)
RR
New York(11/13/2024)
RR
North Carolina(2/15/2023)
RR
Ohio(2/15/2023)
IAR
Ohio(2/15/2023)
RR
Pennsylvania(4/24/2023)
RR
Virginia(2/15/2023)
RR
Washington(2/15/2023)
RR
Wisconsin(4/24/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AXIOM WEALTH PARTNERS | WITS FINANCIAL | WHITE & ASSOCIATES | THE AMERIFLEX GROUP (TAG) | TAG WEALTH | TAG ADVISORS | TAG | SUNRIZE RETIREMENT & FINANCIAL SERVICES | SUMMIT FINANCIAL SOLUTIONS | SUMMIT FINANCIAL & INSURANCE SERVICES LLC | SUMMIT FINANCIAL & INSURANCE SERVICES | STATELINE WEALTH ADVISORS | RIPCORD WEALTH | RIPCORD PARTNERS | PREFERRED PARTNERS | PIVOTAL FINANCIAL ADVISORS LLC | PARTNERS IN PLANNING, LLC | PARAGON FINANCIAL, LLC | JORDAN CREEK FINANCIAL SOLUTIONS | GATEWAY NW WEALTH ADVISORS | GATEWAY FINANCIAL SERVICES, INC | GATEWAY FINANCIAL ADVISORS, LLC | GATEWAY FINANCIAL ADVISORS | FINANCIAL INDEPENDENCE WEALTH MANAGEMENT, LLC | DUNCAN FINANCIAL GROUP, INC | DUNCAN FINANCIAL GROUP LLC | DUNCAN FINANCIAL GROUP | DUNCAN ADVISOR RESOURCES | CORE NORTH CAPITAL PLANNING | CANTELLA CAPITAL GROUP LLC | CANTELLA | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | CAMBRIDGE | AXIOM WEALTH PARTNERS, LLC
CRD#: 134139 / SEC#: 801-63930
RIA
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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)
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.
