Milissa Mayeux Will | Financial Professional

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Milissa Mayeux Will, who also goes by Milissa Mayeux Guitterrez, Milissa Mayeux Lemaire, Millissa Mayeux Lemaire, Missy Lemaire, was a registered financial professional .

Milissa is a previously registered financial professional and started their career in finance in 1998. Milissa had worked at 6 firms and has passed the Series 66, SIE, Series 7 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

No

Aliases

Milissa Mayeux Guitterrez | Milissa Mayeux Lemaire | Millissa Mayeux Lemaire | Missy Lemaire

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. ISAGENIX, 155 E RIVULON BLVD, GILBERT, AZ, 03/2019. SALES CONSULTANT. NIR-2/WK-0/TRADING. 2. PEAK ALKALINITY LLC, 217-B FAIRHOPE AVE, FAIRHOPE, AL, 10/2017. CO-OWNER, OVERSEE SALES AND OPERATIONS. NIR-10/WK-10/TRADING. 3. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING. SEE EMPLOYMENT FOR START DATE. 4. LIFEWAVE, 217 B Fairhope Ave, Fairhope AL 36532, 11/2022, Sales, Retail, NIR, 10 HR/MO - 0 HR/MO Trading.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

November 20, 2018 - December 14, 2022

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

Fairhope, AL

Past

November 15, 2018 - December 14, 2022

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD

CRD#: 39543

METAIRIE, LA

Past

April 16, 2007 - January 3, 2017

NATIONWIDE INVESTMENT SERVICES CORPORATION

BD

CRD#: 7110

COLUMBUS, OH

Past

April 8, 2003 - April 9, 2007

PACIFIC SELECT DISTRIBUTORS, LLC

BD

CRD#: 4452

NEWPORT BEACH, CA

Past

May 21, 2001 - October 28, 2002

CAPITAL BROKERAGE CORPORATION

BD

CRD#: 10465

GLEN ALLEN, VA

Past

May 4, 1998 - April 27, 2001

LEGG MASON WOOD WALKER, INCORPORATED

BD

CRD#: 6555

BALTIMORE, MD

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.

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.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

RR

IAR

Series 66

Date: 5/29/1998

Uniform Combined State Law Examination

General Industry/Product Exam

RR

SIE

Date: 1/3/2017

Securities Industry Essentials Examination

General Industry/Product Exam

RR

Series 7

Date: 5/1/1998

General Securities Representative Examination

Principal/Supervisory Exam

RR

Series 26

Date: 5/29/2007

Investment Company Products/Variable Contracts Principal Examination

Current Firm

CI

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CRD#: 134139 / SEC#: 801-63930

RIA

Registered Investment Advisory firm - (2/3/2005 Approved)

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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)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CIRA ADV 2A (9/8/2025)

WEALTHPORT WRAP BROCHURE (9/8/2025)

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	Cover Page	Report
04/29/2024	Cover Page	Report

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.

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Advisor Monitoring

Firm Stability Insights

Milissa M. Will

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

CAMBRIDGE INVESTMENT RESEARCH, INC.

NATIONWIDE INVESTMENT SERVICES CORPORATION

PACIFIC SELECT DISTRIBUTORS, LLC

CAPITAL BROKERAGE CORPORATION

LEGG MASON WOOD WALKER, INCORPORATED

Primary Firm SEC Registration

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 5/29/1998

SIE

Date: 1/3/2017

Series 7

Date: 5/1/1998

Series 26

Date: 5/29/2007

Current Firm

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

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