Justin D. Hamlin
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
Richfield, OH 44286
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CRD#: 6345360
Professional summary
Justin David Hamlin, CFP®, who also goes by Justin Hamlin Cfp, is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Richfield, Ohio and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Richfield, Ohio.
Justin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Justin has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Justin Hamlin Cfp
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) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 40/WK - 8/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 2) LINCOLN, FORT WAYNE IN, 1/2017 AS INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 10/WK 10/TRADING 3) RONALD MCDONALD HOUSE OF CLEVELAND, 10415 EUCLID AVE CLEVELAND OH 44106, 10/2017, AMBASSADOR COUNCIL COMMITTEE CO-CHAIR, NIR, 10/monthly, 0/trading 4) RICHFIELD CHAMBER OF COMMERCE, 4300 WEST STREETSBORO RD RICHFIELD OH, 12/2019, TREASURER, OVERSEE ACCOUNTING/BILLS, NIR, 4/WK 0/TRADING 5) JUNIOR ACHIEVEMENT, 7285 OLD OAK BLVD MIDDLEBURGH HEIGHTS OH 44130, 10/2021, VOLUNTEER TEACHER, FINANCIAL WELLNESS EDUCATION, NIR, 2 HR/MO 0 HR/MO TRADING 6) NOTARY PUBLIC, 3866 BRECKSVILLE ROAD RICHFIELD OH 44286, 02/2022, NOTARY, NIR, 1 HR/MO 0 HR/MO TRADING 7) ROCKY RIVER CHAMBER OF COMMERCE, 1236 SMITH COURT ROCKY RIVER OH 44116, 01/2024, BOARD MEMBER, NETWORKING, NIR, 5 HR/MO 0 HR/MO TRADING 8) NATIONAL ASSOCIATION OF ESTATE PLANNERS AND COUNCILS, 2001 crocker rd #510, westlake OH 44145, United States, 07/12/2023, Committee Member, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 3 HR/MO - 0 HR/MO TRADING 9) CLEVELAND RONALD MCDONALD HOUSE, 10415 Euclid Ave, Cleveland OH 44106, 01/17/2024, Vice President, Volunteer, NIR, 8 HR/MO, 0 HR/MO TRADING. 10) HFS WEALTH ADVISORS, 3866 Brecksville rd, richfield OH 44286, United States, 06/01/2016, IAR, DBA Name, INV REL, 140 HR/MO, 130 HR/MO TRADING
CRS (Client Relationship Summary) - RIA
Click below to view Justin David Hamlin'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: 2018
Experience
Current
September 6, 2016 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #1: 3866 Brecksville Rd, Richfield, OH 44286RIA
CRD#: 134139
Richfield, OH
Current
August 4, 2016 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 3866 Brecksville Rd, Richfield, OH 44286Office #2: 8205 Wales Ave Nw, North Canton, OH 44720BD
CRD#: 39543
Richfield, OH
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(8/1/2017)
RR
Colorado(10/16/2024)
RR
Connecticut(1/2/2024)
RR
Florida(2/16/2017)
RR
Hawaii(2/7/2024)
RR
Indiana(2/16/2017)
RR
Kentucky(9/19/2024)
RR
Maryland(2/7/2024)
RR
New Jersey(1/25/2024)
RR
North Carolina(2/17/2017)
IAR
Ohio(9/6/2016)
RR
Ohio(9/7/2016)
RR
Pennsylvania(8/1/2017)
RR
Tennessee(8/23/2023)
RR
Texas(1/10/2024)
IAR
Texas(1/10/2024)
RR
Virgin Islands(1/10/2024)
IAR
Virgin Islands(1/10/2024)
RR
Virginia(7/5/2017)
RR
Wisconsin(3/6/2018)
Exams
State Security Law 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
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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.
