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CH

Cameron Hatfield

CAMBRIDGE INVESTMENT RESEARCH
Phoenix, AZ 85004
Some features on this profile are disabled
CRD#: 7095047
CH

Professional summary


Cameron Hatfield, who also goes by Cameron Michael Hatfield, is a registered financial professional currently at CAMBRIDGE INVESTMENT RESEARCH, INC. located in Phoenix, Arizona.

Cameron is registered as a RR (Registered Representative) and started their career in finance in 2019. Cameron has worked at 4 firms and has passed the Series 66, Series 57TO, Series 7TO, SIE, Series 51 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Cameron Michael Hatfield

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Cameron Hatfield's CRS (Customer Relationship Summary).
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®
None

Experience


Current

September 25, 2024 - Present

CAMBRIDGE INVESTMENT RESEARCH, INC.

Office #1: 2700 North Central Avenue 12th Floor, Phoenix, AZ, 85004
BD
CRD#: 39543
Phoenix, AZ
Past

September 2, 2022 - September 27, 2024

T3 TRADING GROUP, LLC

BD
CRD#: 154431
NEW YORK, NY
Past

January 4, 2022 - August 5, 2022

ROBINHOOD FINANCIAL, LLC

BD
CRD#: 165998
Tempe, AZ
Past

September 17, 2019 - June 2, 2020

HANTZ FINANCIAL SERVICES, INC.

RIA
CRD#: 46047
SOUTHFIELD, MI
Past

August 2, 2019 - June 2, 2020

HANTZ FINANCIAL SERVICES, INC.

BD
CRD#: 46047
SOUTHFIELD, MI

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 9/16/2019
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 57TO
Date: 9/30/2022
Securities Trader Exam
General Industry/Product Exam
RR
Series 7TO
Date: 8/2/2019
General Securities Representative Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 24
Date: 11/14/2019
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm


CI
CAMBRIDGE INVESTMENT RESEARCH, INC.
CAMBRIDGE | JORDAN CREEK FINANCIAL SERVICES | FAIRFIELD GLOBAL INVESTMENTS, INC. | CANTELLA & CO., INC. | CAMBRIDGE INVESTMENT RESERARCH, INC. | CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543 / SEC#: , 8-48740

BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information


Main Address
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757
Mailing Address
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757
Phone number
(641) 472-5100
Established
Iowa since 10/12/1995
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
CAMBRIDGE INVESTMENT GROUP, INC.SHAREHOLDER/HOLDING COMPANY
BELL, COLLEEN MCGUIREPRESIDENT INNOVATION AND EXPERIENCE; DIRECTOR5077188
BOEN, RYANEVP, CHIEF FINANCIAL OFFICER/FINOP, PRINCIPAL OPERATIONS OFFICER7842316
KUHLMAN, RICHARD HENRYSVP, CHIEF LEGAL OFFICER7076563
MILLER, SETH AARONPRESIDENT ADVOCACY & ADMINISTRATION; GENERAL COUNSEL; DIRECTOR5495508
ROBBINS, TAMMY ANNEXECUTIVE VICE PRESIDENT/CHIEF BUSINESS DEVELOPMENT OFFICER3125668
ROLLINS, EDDIE THOMASEXECUTIVE VICE PRESIDENT, MANAGING DIRECTOR - BRIDGEPORT1523500
SHAFER, ANDREA LYNNEVP, CHIEF SUPERVISION OFFICER5448499
STONE, CARLA JEANFIRST VICE PRESIDENT, FINANCE/CHIEF ACCOUNTING OFFICER3193985
TURNER, GREGORY WALTEREVP, CONSULTING SERVICES3144311
VEST, VALARIE KNOBLOCKEVP, CHIEF EXPERIENCE OFFICER3074142
VIVACQUA, JEFFREY FRANCISPRESIDENT GROWTH AND DEVELOPMENT; DIRECTOR2608892
WEBBER, AMY LYNNCEO, SECRETARY; DIRECTOR1812670
YOUHN, STEPHEN MICHAELCHIEF COMPLIANCE OFFICER1414691

Disclosures


Regulatory Event13
Arbitration4

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.

Company Information


CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543Phoenix, AZ 85004

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