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George A. Stutts

CAMBRIDGE INVESTMENT RESEARCH
Fort Mill, SC 29708
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CRD#: 4141213
GS

Professional summary


George A Stutts, who also goes by George Alton Stutts, Skip Stutts, is a registered financial professional currently at CAMBRIDGE INVESTMENT RESEARCH, INC. located in Fort Mill, South Carolina.

George is registered as a RR (Registered Representative) and started their career in finance in 2000. George has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


George Alton Stutts | Skip Stutts

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) GEORGE A STUTTS, 14534 MARITIME DRIVE LANCASTER SC 29720, 02/2008, BROKER, REAL ESTATE, NIR, 5 HR/MONTH 5 HR/MONTH TRADING 2) INSURANCE, 14534 MARITIME DRIVE LANCASTER SC 29720, 02/2008, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 20 HR/MONTH 20 HR/MONTH TRADING 3) CHILD EVANGELISM FELLOWSHIP / 2260 Cross Pointe Drive, Suite 203, Rock Hill SC 29730 / 08/20/2021 / NIR / VOLUNTEER - TREASURER FOR NON PROFIT / 10 HR/MO - 5 HR/MO TRADING 4) CIRA / 1776 PLEASANT PLAIN RD, FAIRFIELD, IA 52556 / AS ADVISORY REP OF A RIA / INV REL / 160 HR/MO - 120 HR/MO TRADING. SEE EMPLOYMENT FOR START DATE.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view George A Stutts'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

March 15, 2022 - Present

CAMBRIDGE INVESTMENT RESEARCH, INC.

Office #1: 936 Market St. Suite 207, Fort Mill, SC 29708
BD
CRD#: 39543
Fort Mill, SC
Past

March 15, 2022 - November 22, 2023

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA
CRD#: 134139
Fort Mill, SC
Past

January 4, 2010 - March 15, 2022

OSAIC FS, INC.

RIA
CRD#: 3870
LANCASTER, SC
Past

February 3, 2009 - December 31, 2009

OSAIC FS, INC.

RIA
CRD#: 3870
LANCASTER, SC
Past

October 3, 2008 - March 15, 2022

OSAIC FS, INC.

BD
CRD#: 3870
LANCASTER, SC
Past

May 14, 2007 - September 24, 2008

SYNERGY INVESTMENT GROUP, LLC

RIA
CRD#: 46035
CHARLOTTE, NC
Past

May 14, 2007 - September 24, 2008

SYNERGY INVESTMENT GROUP, LLC

BD
CRD#: 46035
CHARLOTTE, NC
Past

November 23, 2005 - May 18, 2007

EQUITY SERVICES, INC.

RIA
CRD#: 265
CHARLOTTE, NC
Past

November 23, 2005 - May 18, 2007

EQUITY SERVICES, INC.

BD
CRD#: 265
CHARLOTTE, NC
Past

January 27, 2004 - November 2, 2005

OSAIC FS, INC.

RIA
CRD#: 3870
CHARLOTTE, NC
Past

November 18, 2003 - November 2, 2005

OSAIC FS, INC.

BD
CRD#: 3870
FORT WAYNE, IN
Past

February 6, 2003 - November 13, 2003

PRUCO SECURITIES, LLC.

RIA
CRD#: 5685
CHARLOTTE, NC
Past

February 5, 2003 - November 13, 2003

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ
Past

April 19, 2000 - February 4, 2002

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
LINCOLN, NE

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
Colorado
(3/15/2022)
RR
Florida
(3/15/2022)
RR
New York
(3/15/2022)
RR
North Carolina
(3/15/2022)
RR
South Carolina
(3/15/2022)

Exams


State Security Law Exam
IAR
Series 65
Date: 1/15/2003
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
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)
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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#: 39543Fort Mill, SC 29708

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