Patrick G. Lanza
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
Pensacola, FL 32504
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CRD#: 5728122
Professional summary
Patrick Gerard Lanza, CFP®, who also goes by Patrick Lanza, is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Pensacola, Florida and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Pensacola, Florida.
Patrick is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Patrick has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Patrick Lanza
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.Lanza Financial Services, LLC, 3700 Creighton Rd., ste 1, Pensacola, FL, 32504, Owner since 2/16/16, investment related, 40 hours per week during trading hours.
2.Lambert Lanza CPAs, 3700 Creighton Rd., Ste 1, Pensacola, FL 32504, CPA- 10/1/06, non-investment related, 100/YR, 0/trading.
3.Independent insurance agent, 3700 CREIGHTON RD, STE 1, PENSACOLA, FL, 12/2016 for various independent insurance companies. INV REL - 5/MO - 1/TRADING.
4.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 40/WK - 40/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE.
5. MISSION ASCEND, INC, 200 SWIFT CREEK DRIVE, CANTONMENT, FL, BOARD MEMBER OF A NON-PUBLIC ENTITY, 01/01/20, NIR- 4/YR- 0/TRADING
6) LANZA FINANCIAL SERVICES, LLC , 3700 CREIGHTON RD, STE 1, PENSACOLA FL, COMMERCIAL PROPERTY RENTAL, 01/01/20, MANAGING MEMBER, 12/YR- 0/TRADING
7) CREIGHTON CENTER OWNERS' ASSOCIATION, INC, 3700 CREIGHTON RD, STE 1, PENSACOLA, FL, BOARD MEMBER OF A NON-PUBLIC ENTITY, 01/24/16, NIR, TREASURER, 1/MO- 0/TRADING
8) LAMBERT LANZA CPAS, PA, 3700 CREIGHTON RD, STE 1, PENSACOLA, FL, CPA ENROLLED AGENT/TAX PREP/ACCOUNTING/OFFICER TREASURER, 11/17/20, 6/YR- 0/TRADING
CRS (Client Relationship Summary) - RIA
Click below to view Patrick Gerard Lanza'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®
CFP®
Start date: 2020
Experience
Current
February 25, 2016 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #1: 3700 Creighton Rd Ste, Pensacola, FL 32504RIA
CRD#: 134139
Pensacola, FL
Current
February 16, 2016 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 3700 Creighton Rd Ste, Pensacola, FL 32504BD
CRD#: 39543
Pensacola, FL
Past
January 24, 2014 - February 26, 2016
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
PENSACOLA, FL
Past
September 19, 2011 - February 26, 2016
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
PENSACOLA, FL
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
Alabama(2/16/2016)
RR
Florida(2/16/2016)
IAR
Florida(2/25/2016)
RR
Georgia(6/21/2024)
RR
Idaho(6/21/2024)
RR
Illinois(4/12/2017)
RR
Louisiana(4/4/2022)
RR
Mississippi(6/21/2024)
RR
North Carolina(6/19/2018)
RR
South Dakota(6/21/2024)
RR
Tennessee(6/21/2024)
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
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
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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#: 134139Pensacola, FL 32504TRUST BUT VERIFY
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