CM
Christopher R. Mcdonald
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
Napa, CA 94559
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CRD#: 4465392
CM
Professional summary
Christopher Ray Mcdonald, who also goes by Christopher Ray Mcdonald Doxsee Mr., is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Napa, California and THE RENAISSANCE GROUP located in Napa, California.
Christopher is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Christopher has worked at 4 firms and has passed the Series 66, Series 65, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Christopher Ray Mcdonald Doxsee Mr.
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) Cambridge Investment Research - Investment Adviser Rep and Registered Rep of a BD/RIA. Investment Related. 160 HR/MO - 120 HR/MO during securities trading hours. Start Date: 05/2023 as Investment Adviser Rep with CIRA and 10/2022 as Registered Rep with CIR. 1776 Pleasant Plain Rd., Fairfield, IA. 2) Christopher Ray McDonald DBA McDonald & Associates - Owner, Operator and CPA. 4/2022 - Present. Not Investment Related. 1420 King Ave., Napa, CA., 94559. 3) Christopher Ray McDonald DBA Napa Valley Consulting - Owner. 4/2023 - Present. Fractional Finance and Accounting Services. Not Investment Related. Duties include Principal and Finance Executive. 1420 King Ave., Napa, CA., 94559. Spend 20 Hrs./Month on this activity, 15 Hrs./Month during securities trading hours. 4) All About Speech Therapy - Owner and CFO. 8/2023 to Present. Not Investment Related. Duties include CFO duties. 1420 King Ave., Napa, CA 94559. 2 Hrs./Month spent on this activity, none during securities trading hours. 5) Insurance Agent - 7/2023 to Present. Investment Related. Duties include providing insurance products and services to clients and prospects. 1420 King Ave., Napa, CA 94559. 6) THE RENAISSANCE GROUP, LLC, 199 Figueroa St, 101, Ventura CA 93001, United States, 10/01/2022, DBA, IAR, 10 HR/MO - 10 HR/MO TRADING
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Ray Mcdonald'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
May 8, 2023 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #1: 1300 First Street, Suite 368-f04, Napa, CA 94559Office #3: 199 Figueroa St. #101a, Ventura, CA 93001RIA
CRD#: 134139
Napa, CA
Current
September 24, 2023 - Present
THE RENAISSANCE GROUP
RIA
CRD#: 322356
NAPA, CA
Current
March 27, 2023 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 199 Figueroa St. #101a, Ventura, CA 93001Office #3: 130 First Street, Suite 368-f04, Napa, CA 94559BD
CRD#: 39543
Ventura, CA
Past
April 12, 2001 - August 21, 2002
INVESMART ADVISORS INC
RIA
CRD#: 108731
CAMPBELL, CA
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
California(5/8/2023)
IAR
California(5/8/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 3/27/2023
General Securities Representative ExaminationGeneral 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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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CRD#: 134139Napa, CA 94559TRUST BUT VERIFY
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