RG
Ronald L. Gay
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
College Station, TX
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CRD#: 5647263
RG
Professional summary
Ronald Lynn Gay, who also goes by Ron Lynn Gay, is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in College Station, Texas and CAMBRIDGE INVESTMENT RESEARCH, INC. located in College Station, Texas.
Ronald is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Ronald has worked at 5 firms and has passed the Series 66, Series 79TO, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ron Lynn Gay
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.HIGGINBOTHAM INSURANCE GROUP/BROWN & COMPANY INSURANCE SERVICES, 1825 Brothers Blvd., College Sta TX 77845, United States, 01/09/2009, Agent, Insurance/Benefits/Human Resources, NIR, 20 HR/MO - 20 HR/MO TRADING 2.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 30/WK - 30/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 3.COLLEGE STATION NOON LIONS, COLLEGE STATION, TX, 7/1980 AS CHAIRMAN/COMMITTEE MEMBER. NIR - 100/YR - 50/TRADING. 4.KNIGHTS OF COLUMBUS, 3RD & 4TH DEGREE, 2541 EARL RUDDER FRWY S, COLLEGE STATION, TX, 5/1979 AS FORMER SUPREME DIRECTOR, PAST STATE DEPUTY, FAITHFUL NAVIGATOR - ASSEMBLY BOARD CHAIR, STATE COUNCIL ADVISORY BOARD. NIR - 100/YR - 50/TRADING. 5.SAM HOUSTON STATE UNIVERSITY ALUMNI ASSOCIATION, OFFICE OF ALUMNI RELATIONS, HUNTSVILLE, AL, 1/2019 AS BOARD MEMBER. NIR - 24/YR - 20/TRADING. 6.SAM HOUSTON STATE UNIVERSITY COLLEGE OF HUMANITIES & SOCIAL SCIENCE ADVISORY COMMITTEE, HUNTSVILLE, TX, 09/01/08, CHAIRMAN, NIR, 8/YR- 8/TRADING 7. COLLEGE STATION NOON LION ENDOWMENT, College Station TX 77845, United States, 11/01/2025, President, Volunteer, INV REL, 5 HR/MO - 5 HR/MO Trading
CRS (Client Relationship Summary) - RIA
Click below to view Ronald Lynn Gay'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
November 20, 2017 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #2: 1825 Brothers Blvd, College Station, TX 77845RIA
CRD#: 134139
College Station, TX
Current
November 20, 2017 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 1825 Brothers Blvd, College Station, TX 77845BD
CRD#: 39543
College Station, TX
Past
November 13, 2017 - November 21, 2017
CALTON & ASSOCIATES, INC.
BD
CRD#: 20999
College Station, TX
Past
August 5, 2009 - November 29, 2017
WESTPARK WEALTH ADVISORS, INC.
RIA
CRD#: 130914
COLLEGE STATION, TX
Past
June 10, 2009 - November 9, 2017
IMS SECURITIES, INC.
BD
CRD#: 35567
COLLEGE STATION, TX
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
Arkansas(8/16/2024)
RR
Kentucky(5/12/2021)
RR
Louisiana(1/13/2025)
RR
Missouri(9/22/2025)
RR
Nevada(8/18/2025)
RR
Oklahoma(8/16/2024)
RR
Texas(11/20/2017)
IAR
Texas(11/20/2017)
RR
Virginia(9/10/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationGeneral 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
Registered Investment Advisory firm - (2/3/2005 Approved)Upgrade to AdvisorCheck Premium
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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.
