AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
MB

Michael C. Bille

CAMBRIDGE INVESTMENT RESEARCH
Atlanta, GA 30339
Some features on this profile are disabled
CRD#: 2619285
MB

Professional summary


Michael Craig Bille is a registered financial professional currently at CAMBRIDGE INVESTMENT RESEARCH, INC. located in Atlanta, Georgia.

Michael is registered as a RR (Registered Representative) and started their career in finance in 1995. Michael has worked at 12 firms and has passed the Series 65, Series 63, Series 99TO, Series 79TO, SIE, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Michael Craig Bille's CRS (Customer Relationship Summary).
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®
None

Experience


Current

August 4, 2023 - Present

CAMBRIDGE INVESTMENT RESEARCH, INC.

Office #1: 2727 Paces Ferry Road One Paces West, Ste 750/office 706, Atlanta, GA 30339
BD
CRD#: 39543
Atlanta, GA
Past

April 20, 2022 - August 3, 2023

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
OAKDALE, MN
Past

April 20, 2022 - August 3, 2023

TRIAD ADVISORS LLC

BD
CRD#: 25803
ATLANTA, GA
Past

April 20, 2022 - August 3, 2023

SECURITIES AMERICA, INC.

BD
CRD#: 10205
LAVISTA, NE
Past

April 20, 2022 - August 3, 2023

OSAIC WEALTH, INC.

BD
CRD#: 23131
SCOTTSDALE, AZ
Past

April 20, 2022 - August 3, 2023

FSC SECURITIES CORPORATION

BD
CRD#: 7461
ATLANTA, GA
Past

April 19, 2022 - August 3, 2023

OSAIC SERVICES, INC.

BD
CRD#: 133763
SCOTTSDALE, AZ
Past

June 9, 2007 - April 25, 2022

LPL FINANCIAL LLC

BD
CRD#: 6413
SAN DIEGO, CA
Past

June 3, 2004 - May 4, 2007

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

BD
CRD#: 20804
SCOTTSDALE, AZ
Past

February 4, 2002 - June 1, 2004

SUNAMERICA SECURITIES, INC.

RIA
CRD#: 20068
SCOTTSDALE, AZ
Past

June 15, 1999 - June 1, 2004

SUNAMERICA SECURITIES, INC.

BD
CRD#: 20068
PHOENIX, AZ
Past

February 2, 1999 - June 15, 1999

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
DES MOINES, IA
Past

April 23, 1997 - February 1, 1999

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT MILL, SC
Past

March 4, 1996 - April 23, 1997

SUNAMERICA SECURITIES, INC.

BD
CRD#: 20068
PHOENIX, AZ
Past

August 29, 1995 - March 12, 1996

NATIONWIDE SECURITIES, LLC

BD
CRD#: 11173
COLUMBUS, OH

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

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
(8/4/2023)
RR
Georgia
(8/4/2023)

Exams


State Security Law Exam
IAR
Series 65
Date: 6/1/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 12/15/1997
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm


CI
CAMBRIDGE INVESTMENT RESEARCH, INC.
CAMBRIDGE | JORDAN CREEK FINANCIAL SERVICES | FAIRFIELD GLOBAL INVESTMENTS, INC. | CANTELLA & CO., INC. | CAMBRIDGE INVESTMENT RESERARCH, INC. | CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543 / SEC#: , 8-48740

BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757
Phone number
(641) 472-5100
Established
Iowa since 10/12/1995
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
CAMBRIDGE INVESTMENT GROUP, INC.SHAREHOLDER/HOLDING COMPANY
BELL, COLLEEN MCGUIREPRESIDENT INNOVATION AND EXPERIENCE; DIRECTOR5077188
BOEN, RYANEVP, CHIEF FINANCIAL OFFICER/FINOP, PRINCIPAL OPERATIONS OFFICER7842316
KUHLMAN, RICHARD HENRYSVP, CHIEF LEGAL OFFICER7076563
MILLER, SETH AARONPRESIDENT ADVOCACY & ADMINISTRATION; GENERAL COUNSEL; DIRECTOR5495508
ROBBINS, TAMMY ANNEXECUTIVE VICE PRESIDENT/CHIEF BUSINESS DEVELOPMENT OFFICER3125668
ROLLINS, EDDIE THOMASEXECUTIVE VICE PRESIDENT, MANAGING DIRECTOR - BRIDGEPORT1523500
SHAFER, ANDREA LYNNEVP, CHIEF SUPERVISION OFFICER5448499
STONE, CARLA JEANFIRST VICE PRESIDENT, FINANCE/CHIEF ACCOUNTING OFFICER3193985
TURNER, GREGORY WALTEREVP, CONSULTING SERVICES3144311
VEST, VALARIE KNOBLOCKEVP, CHIEF EXPERIENCE OFFICER3074142
VIVACQUA, JEFFREY FRANCISPRESIDENT GROWTH AND DEVELOPMENT; DIRECTOR2608892
WEBBER, AMY LYNNCEO, SECRETARY; DIRECTOR1812670
YOUHN, STEPHEN MICHAELCHIEF COMPLIANCE OFFICER1414691

Disclosures


Regulatory Event13
Arbitration4

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, INC.

CRD#: 39543Atlanta, GA 30339

TRUST BUT VERIFY

Monitor Michael Bille

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Robert L Busby
Robert BusbyAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Atlanta, GA
AP
Alexander PaslayAdvisorCheck Check Mark
KESTRA ADVISORY SERVICES, LLC
IAR
RR
Woodstock, GA
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics