KH
Kevin B. Haskell
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
Nashua, NH 03062
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CRD#: 2871920
KH
Professional summary
Kevin Burke Haskell, who also goes by Kevin B Haskell, is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Nashua, New Hampshire and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Concord, Massachusetts.
Kevin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Kevin has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kevin B Haskell
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.AEGIS RETIREMENT PARTNERS LLC, 86 BAKER AVE EXTENSION, STE 309, CONCORD, MA, 1/2017 AS ACCOUNT MANAGER OF A THIRD PARTY ADMINISTRATOR. NIR - 2000/YR - 1200/TRADING. 2.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 2000/YR - 2000/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 3. IA SOLUTIONS TRUST, LLC (TENTATIVE), 86 BAKER AVE EXTENSION, STE 309, CONCORD, MA, REAL ESTATE, LLC., 11/08/19, NIR, PARTNER OFFICE FOR AEGIS RETIRMENT PARTNERS, NIR, 2/MO- 0/TRADING 4. REAL ESTATE LLC, 676 ELM STREET, LLC, 86 BAKER AVENUE ESTENSION, STE 309, CONCORD, MA, 11/08/19,NIR, PARTNER, 2/MO- 0/TRADING 5. IA REALTY GROUP, LLC, 1 Pond Lane, EB-2-N AND S, CONCORD MA 01742, United States, 09/10/2024, Owner, Real Estate, NIR, 1/MO- 0/TRADING
CRS (Client Relationship Summary) - RIA
Click below to view Kevin Burke Haskell'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 19, 2017 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #1: 9 Masefield Rd, Nashua, NH 03062Office #2: 12 Pond Lane, Suite Eb S-2, Concord, MA 01742RIA
CRD#: 134139
Nashua, NH
Current
January 19, 2017 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 12 Pond Lane, Suite Eb S-2, Concord, MA 01742Office #2: 1776 Pleasant Plain Rd, Fairfield, IA 52556-8757BD
CRD#: 39543
Concord, MA
Past
February 13, 2012 - January 5, 2017
COMMONWEALTH FINANCIAL NETWORK
RIA
CRD#: 8032
BURLINGTON, MA
Past
August 31, 2011 - January 5, 2017
COMMONWEALTH FINANCIAL NETWORK
BD
CRD#: 8032
BURLINGTON, MA
Past
April 17, 2008 - September 7, 2011
OGILVIE SECURITY ADVISORS CORPORATION
BD
CRD#: 10105
BURLINGTON, MA
Past
April 10, 1997 - February 11, 1998
OSAIC WEALTH, INC.
BD
CRD#: 23131
SCOTTSDALE, AZ
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
Maine(4/21/2021)
RR
Massachusetts(1/19/2017)
IAR
Massachusetts(1/24/2017)
RR
New Hampshire(1/19/2017)
IAR
New Hampshire(1/19/2017)
RR
New Jersey(1/19/2017)
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
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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.
Company Information
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CRD#: 134139Nashua, NH 03062TRUST BUT VERIFY
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