WN
William C. Naramore
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
Keller, TX 76248
Some features on this profile are disabled
CRD#: 1732640
WN
Professional summary
William Clinton Naramore SR, who also goes by Bill Naramore Sr, Bill Naramore, is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Keller, Texas and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Keller, Texas.
William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. William has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Bill Naramore Sr | Bill Naramore
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) WILLIAM C NARAMORE, 5825 BIRCHBROOK DR, #206, DALLAS, TX, 02/1988, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, NIR, 0 HR/MO, 0 HR/MO TRADING. 2) FIRST BAPTIST CHURCH OF DALLAS, 1707 SAN JACINTO, DALLAS, TX, 1/2009, BOARD MEMBER, DEACON, NIR, 3 HR/MO, 0 HR/MO TRADING. 3) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF AN RIA, INV REL, 20 HR/MO, 4 HR/MO TRADING, SEE EMPLOYMENT HISTORY FOR START DATE. 4) John Brown University, 2000 West University, Siloam Springs TX 72761, United States, 01/2023, Board Trustee, Trustee Emeritus, NIR, Number of hours: 3, Securities trading hours: 0 5) GRANITE FINANCIAL GROUP, 1670 KELLER PKWY, STE 200, KELLER, TX, 02/2006, OWNER, DBA, NIR, 125 HR/MO, 125 HR/MO TRADING.
CRS (Client Relationship Summary) - RIA
Click below to view William Clinton Naramore SR'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
January 22, 2016 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #1: 1670 Keller Parkway Ste 200, Keller, TX 76248RIA
CRD#: 134139
Keller, TX
Current
January 22, 2016 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 1670 Keller Parkway Ste 200, Keller, TX 76248BD
CRD#: 39543
Keller, TX
Past
May 9, 2006 - January 26, 2016
WOODBURY FINANCIAL SERVICES, INC.
RIA
CRD#: 421
KELLER, TX
Past
May 1, 2006 - January 26, 2016
WOODBURY FINANCIAL SERVICES, INC.
BD
CRD#: 421
KELLER, TX
Past
October 20, 2004 - May 3, 2006
BANC OF AMERICA INVESTMENT SERVICES, INC.
RIA
CRD#: 16361
RICHARDSON, TX
Past
October 20, 2004 - May 3, 2006
BANC OF AMERICA INVESTMENT SERVICES, INC.
BD
CRD#: 16361
RICHARDSON, TX
Past
January 6, 2004 - October 20, 2004
QUICK & REILLY, INC.
RIA
CRD#: 11217
DALLAS, TX
Past
January 6, 2004 - October 20, 2004
QUICK & REILLY, INC.
BD
CRD#: 11217
NEW YORK, NY
Past
January 19, 1999 - January 28, 2004
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
DALLAS, TX
Past
January 19, 1999 - January 28, 2004
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
WEEHAWKEN, NJ
Past
February 9, 1994 - January 20, 1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
Past
April 24, 1990 - December 31, 1993
OSAIC FS, INC.
BD
CRD#: 3870
FORT WAYNE, IN
Past
March 23, 1990 - May 4, 1990
OPPENHEIMER & CO. INC.
BD
CRD#: 249
NEW YORK, NY
Past
June 7, 1988 - March 23, 1990
B.C. CHRISTOPHER SECURITIES CO.
BD
CRD#: 60
KANSAS CITY, MO
Past
September 8, 1987 - June 21, 1988
CONSECO EQUITY SALES, INC.
BD
CRD#: 4125
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
Arkansas(1/22/2016)
RR
California(1/22/2016)
RR
Colorado(1/22/2016)
RR
Kansas(1/22/2016)
RR
Oklahoma(2/1/2016)
RR
Texas(1/22/2016)
IAR
Texas(1/22/2016)
RR
Wyoming(1/22/2016)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product 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
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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.
