GB
Gary S. Bedford
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
Boulder, CO 80303
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CRD#: 1290015
GB
Professional summary
Gary Stewart Bedford, CIMA®, who also goes by Gary S Bedford, is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Boulder, Colorado and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Boulder, Colorado.
Gary is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1984. Gary has worked at 15 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Gary S Bedford
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) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, AS ADVISORY REP OF A RIA, INV REL, 20/WK 20/TRADING, 04/2018 2) BEDFORD & ASSOCIATES INC, BOULDER CO, 10/1998, S-CORP, PRESIDENT, OWNER, TO PROVIDE TAX AND LEGAL LIABILITY, INV REL, 50/WK 100/TRADING 3) BEDFORD & SONS ROTH, LLC, 7850 EDELWEISS CT, BOULDER, CO, ROTH IRA, LLC, MEMBER, 01/2021, NIR, 5 HR/YR 0/TRADING HR 4) BEDFORD INSURANCE SERVICES, 7850 EDELWEISS CT BOULDER CO, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, 01/1985, INV REL, 10 HR/MO 0/TRADING HR 5) SCHOLARLY WEBSITE: WWW.WILDGLOBALIZATION.COM, 7850 EDELWEISS COURT BOULDER CO 80303, 04/2022, ORIGINATOR, AUTHOR/EDUCATOR/PODCAST/SPEAKER, NIR, 40 HR/MO 0 HR/MO TRADING
CRS (Client Relationship Summary) - RIA
Click below to view Gary Stewart Bedford'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
April 24, 2018 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #1: 7850 Edelweiss Court, Boulder, CO 80303RIA
CRD#: 134139
Boulder, CO
Current
April 24, 2018 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
Boulder, CO
Past
June 22, 2016 - April 25, 2018
WESTERN WEALTH MANAGEMENT LLC
RIA
CRD#: 283545
BOULDER, CO
Past
November 18, 2014 - June 22, 2016
WESTERN WEALTH MANAGEMENT LLC
RIA
CRD#: 167344
GOLDEN, CO
Past
November 17, 2014 - May 9, 2018
LPL FINANCIAL LLC
BD
CRD#: 6413
BOULDER, CO
Past
May 4, 2004 - November 17, 2014
MID ATLANTIC FINANCIAL MANAGEMENT, INC.
RIA
CRD#: 109771
BOULDER, CO
Past
May 3, 2004 - November 17, 2014
NEWEDGE SECURITIES, LLC
BD
CRD#: 10674
BOULDER, CO
Past
January 1, 1999 - May 4, 2004
FDX ADVISORS, INC.
RIA
CRD#: 104601
BOULDER, CO
Past
January 20, 1993 - May 3, 2004
LONDON PACIFIC SECURITIES, INC.
BD
CRD#: 25089
SACRAMENTO, CA
Past
December 10, 1992 - June 16, 1994
JOHN HANCOCK DISTRIBUTORS LLC
BD
CRD#: 5249
BOSTON, MA
Past
October 17, 1991 - January 22, 1993
GUARDIAN INVESTOR SERVICES LLC
BD
CRD#: 6635
NEW YORK, NY
Past
November 19, 1989 - October 16, 1991
OSAIC WEALTH, INC.
BD
CRD#: 23131
SCOTTSDALE, AZ
Past
May 7, 1987 - January 23, 1990
FIDELITY EQUITY SERVICES CORPORATION
BD
CRD#: 17455
Past
December 6, 1985 - November 19, 1989
INTEGRATED RESOURCES EQUITY CORPORATION
BD
CRD#: 6403
Past
July 26, 1984 - December 23, 1985
FSC SECURITIES CORPORATION
BD
CRD#: 7461
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(4/24/2018)
RR
California(5/23/2023)
RR
Colorado(4/24/2018)
IAR
Colorado(4/24/2018)
RR
Florida(4/24/2018)
RR
Idaho(4/24/2018)
RR
Illinois(5/23/2023)
RR
Indiana(1/22/2021)
RR
Massachusetts(5/23/2023)
RR
New Mexico(12/3/2019)
RR
North Carolina(4/24/2018)
RR
Texas(4/24/2018)
IAR
Texas(4/24/2018)
RR
Utah(5/23/2023)
RR
Virginia(10/29/2021)
RR
Washington(4/24/2018)
RR
Wyoming(4/24/2018)
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
Registered Investment Advisory firm - (2/3/2005 Approved)Upgrade to AdvisorCheck Premium
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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.
