BC
Barbara G. Clare
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
SANDY, OR 97055
Some features on this profile are disabled
CRD#: 1370447
BC
Professional summary
Barbara Gail Clare, who also goes by Barbara G Bennett, Barbara Gail Bennett, Barb Clare, Barbara Gail Irvin, is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Sandy, Oregon and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Sandy, Oregon.
Barbara is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1985. Barbara has worked at 9 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Barbara G Bennett | Barbara Gail Bennett | Barb Clare | Barbara Gail Irvin
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) CLACKAMAS COUNTY BANK, 38975 PROCTOR BLVD, SANDY, OR, 8/2013 AS INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 30/WK - 20/TRADING. 2) OREGON TRAIL SCHOOL DISTRICT, 36525 SE INDUSTRIAL WAY, SANDY, OR, 3/2018, AS BUDGET COMMITTEE MEMBER, NIR, 3HRS/YR, 0HRS/TRADING. 3) SANDY CHAMBER CAREER EDUCATION COMMITTEE, SANDY, OR 97055, MEMEBER SINCE 9/20/13, 3 HOURS PER MONTH, NONE DURING TRADING, WE ARE A CHAMBER COMMITTEE THAT HELPS BUSINESSES CONNECT WITH EDUCATORS AND STUDENTS. 4) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 10/WK - 7/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 5) Sandy Fire Department Budget Committee / SANDY, OR 97055 / 06/03/2014 / NIR / FREEHOLDER POSITION / 1 HR/MO - 0 HR/MO TRADING 6) CLACKAMAS COUNTY BANK AGENCY, 38975 Proctor Blvd, Sandy OR 97055, 07/2013, Agent, Insurance, NIR, 136 HR/MO - 100 HR/MO Trading. 7) Sandy Kiwanis, PO Box 1261, Sandy OR 97055, Board Member, NIR, 4 HR/MO - 0 HR TRADING
CRS (Client Relationship Summary) - RIA
Click below to view Barbara Gail Clare'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®
NoneExperience
Current
June 18, 2013 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #1: 38975 Proctor Blvd, Sandy, OR 97055RIA
CRD#: 134139
SANDY, OR
Current
June 17, 2013 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 38975 Proctor Blvd. Pob 38, Sandy, OR 97055BD
CRD#: 39543
Sandy, OR
Past
December 23, 2011 - June 12, 2013
CUSO FINANCIAL SERVICES, L.P.
RIA
CRD#: 42132
SAN DIEGO, CA
Past
December 23, 2011 - June 12, 2013
CUSO FINANCIAL SERVICES, L.P.
BD
CRD#: 42132
SAN DIEGO, CA
Past
February 22, 2006 - December 23, 2011
EDWARD JONES
RIA
CRD#: 250
SANDY, OR
Past
February 21, 2006 - December 23, 2011
EDWARD JONES
BD
CRD#: 250
SANDY, OR
Past
August 4, 2004 - February 22, 2006
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
PORTLAND, OR
Past
July 1, 2003 - February 22, 2006
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
ST. LOUIS, MO
Past
February 26, 1997 - July 1, 2003
PRUDENTIAL EQUITY GROUP, LLC
BD
CRD#: 7471
NEW YORK, NY
Past
April 3, 1990 - February 20, 1997
PIPER SANDLER & CO.
BD
CRD#: 665
MINNEAPOLIS, MN
Past
October 6, 1989 - April 11, 1990
BATEMAN EICHLER, HILL RICHARDS, INCORPORATED
BD
CRD#: 76
Past
May 23, 1985 - September 20, 1989
BOETTCHER & COMPANY, INC.
BD
CRD#: 101
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(6/13/2017)
RR
Idaho(4/4/2018)
RR
Kentucky(1/17/2024)
RR
Montana(1/4/2024)
RR
New Mexico(1/2/2024)
RR
Oregon(6/17/2013)
IAR
Oregon(6/18/2013)
RR
Washington(6/17/2013)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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
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
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.
Company Information
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CRD#: 134139Sandy, OR 97055TRUST BUT VERIFY
Monitor Barbara Clare
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
