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Craig A. Cheramie
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
Harahan, LA 70123
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CRD#: 1835466
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Professional summary
Craig Anthony Cheramie is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Harahan, Louisiana and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Harahan, Louisiana.
Craig is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. Craig has worked at 6 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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, 06/2021, ADVISORY REP OF AN RIA, INV REL, 80 HR/MO, 80 HR/MO TRADING. 2) CRAIG CHERAMIE, CPA/PFS, 824 ELMWOOD PARK BLVD, STE 107, HARAHAN, LA, 03/1991, OWNER, TAX SERVICES, NIR, 2 HR/YR, 0 HR/MO TRADING. 3) CHERAMIE AND KISSEE, LTD, 824 ELMWOOD PARK BLVD, STE 107, HARAHAN, LA, 03/1991, OWNER, REAL ESTATE, NIR, 1 HR/MO, 0 HR/MO TRADING. 4) CHERAMIE FINANCIAL PLANNING, INC, 824 ELMWOOD PARK BLVD, STE 107, HARAHAN, LA, 03/1991, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, NIR, 1 HR/YR, 0 HR/MO TRADING. 5) LOUISIANA PUBLIC FACILITIES AUTHORITY, 2237 S ACADIAN THRUWAY, STE 650, BATON ROUGE, LA, 08/2010, BOARD MEMBER, NIR, 1 HR/MO, 1 HR/MO TRADING. 6) ST FRANCIS XAVIER CHURCH FINANCE COUNCIL, 444 METAIRIE RD, METAIRIE, LA, 08/2023, BOARD MEMBER, NIR, 1 HR/MO, O HR/MO TRADING. 7) CHERAMIE FINANCIAL SERVICES, 821 elmwood park blvd ste 107, Harahan LA 70123, United States, 11/01/2024, IAR, DBA, INV REL, 5/MO - 5/Trading
CRS (Client Relationship Summary) - RIA
Click below to view Craig Anthony Cheramie'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 15, 2021 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #1: 824 Elmwood Park Blvd. Ste. 107, Harahan, LA 70123RIA
CRD#: 134139
Harahan, LA
Current
June 15, 2021 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 824 Elmwood Park Blvd. Ste. 107, Harahan, LA 70123BD
CRD#: 39543
Harahan, LA
Past
July 24, 2002 - June 18, 2021
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
HARAHAN, LA
Past
March 1, 1991 - June 18, 2021
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
HARAHAN, LA
Past
November 19, 1989 - March 6, 1991
OSAIC WEALTH, INC.
BD
CRD#: 23131
SCOTTSDALE, AZ
Past
August 31, 1988 - November 19, 1989
INTEGRATED RESOURCES EQUITY CORPORATION
BD
CRD#: 6403
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
Alabama(6/15/2021)
RR
Arkansas(6/15/2021)
RR
California(6/15/2021)
RR
Colorado(6/15/2021)
RR
Florida(6/15/2021)
RR
Georgia(4/21/2022)
RR
Iowa(6/26/2023)
RR
Kentucky(3/13/2023)
RR
Louisiana(6/15/2021)
IAR
Louisiana(6/15/2021)
RR
Mississippi(6/15/2021)
RR
North Carolina(6/15/2021)
IAR
Texas(6/15/2021)
RR
Texas(6/16/2021)
RR
Virginia(6/15/2021)
Exams
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
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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
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Company Information
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CRD#: 134139Harahan, LA 70123TRUST BUT VERIFY
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