MF
Marisa P. Ford
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
San Diego, CA 92106
Some features on this profile are disabled
CRD#: 6844429
MF
Professional summary
Marisa Paige Ford, who also goes by Marisa Paige Butler, Marisa Butler, is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in San Diego, California and CAMBRIDGE INVESTMENT RESEARCH, INC. located in San Diego, California.
Marisa is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Marisa has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Marisa Paige Butler | Marisa Butler
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. AMAZON KDP, 8472 MESA HEIGHTS RD SANTEE CA, 12/2021, AUTHOR, 1099 CONTRACTOR, NIR, 1 HR/MO 0 HR/MO TRADING 2. BEAUTIES FOR A CAUSE USA, 43300-116 SOUTHERN WALK PLAZA #654 BROADLANDS VA 20148, 05/2022, VOLUNTEER COORDINATOR, VOLUNTEER, NIR, 10 HR/MO 0 HR/MO TRADING 3. MARISA BUTLER, 8472 MESA HEIGHTS RD SANTEE CA, 01/2015, FREELANCE MODEL, 1099 CONTRACTOR, NIR, 3 HR/MO 0 HR/MO TRADING 4. INSTAGRAM, 8472 MESA HEIGHTS RD SANTEE CA, REELS BONUS PLAY, MARKETING AGREEMENT, NIR, 2 HR/MO 0 HR/MO TRADING 5. CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, 06/2022, Advisory Rep of a Registered Investment Advisor (RIA), CIRA Affiliation, INV REL, 160 HR/MO - 120 HR/MO TRADING 6. LEAGUE OF CONSERVATION VOTERS SAN DIEGO, 8472 MESA HEIGHTS RD SANTEE CA, 01/2023, TREASURER, VOLUNTEER, NIR, 0 HR/MO 0 HR/MO TRADING 7. MARISA FORD, 1635 Rosecrans St., Suite B, San Diego CA 92106, 02/2025, Insurance Agent, Insurance/Benefits/Human Resources, INV REL, 1 HR/MO, 1 HR/MO TRADING.
CRS (Client Relationship Summary) - RIA
Click below to view Marisa Paige Ford'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
June 6, 2022 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #1: 1635 Rosecrans St. Suite B, San Diego, CA 92106RIA
CRD#: 134139
San Diego, CA
Current
June 6, 2022 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 1635 Rosecrans St. Suite B, San Diego, CA 92106BD
CRD#: 39543
San Diego, CA
Past
September 1, 2020 - June 13, 2022
LPL FINANCIAL LLC
RIA
CRD#: 6413
SAN DIEGO, CA
Past
September 1, 2020 - June 13, 2022
LPL FINANCIAL LLC
BD
CRD#: 6413
SAN DIEGO, CA
Past
July 10, 2019 - October 5, 2020
LUCIA CAPITAL GROUP
RIA
CRD#: 152396
SAN DIEGO, CA
Past
July 8, 2019 - October 5, 2020
LUCIA SECURITIES, LLC
BD
CRD#: 37179
SAN DIEGO, CA
Past
December 4, 2017 - July 9, 2019
SPROTT ASSET MANAGEMENT USA INC.
RIA
CRD#: 139022
CARLSBAD, CA
Past
September 22, 2017 - July 9, 2019
SPROTT GLOBAL RESOURCE INVESTMENTS LTD
BD
CRD#: 35878
CARLSBAD, 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
Arizona(6/26/2025)
RR
California(6/6/2022)
IAR
California(6/6/2022)
RR
Maine(10/12/2023)
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
Registered Investment Advisory firm - (2/3/2005 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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.
