ALLISON INZERELLA TRAHAN - Investment Adviser at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

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Detailed ReportReport

ALLISON INZERELLA TRAHAN

CRD#: 6173907

Investment Adviser

Broker

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.CRD#: 134139

1978 N Highway 190 Ste A
Covington, LA 70433

CAMBRIDGE INVESTMENT RESEARCH, INC.CRD#: 39543

1978 N HWY 190
STE A
COVINGTON, LA 70433

Registration History

Disclosure(s)

View By:

12/28/2017

Financial

Final

License(s)

State Registrations

Florida 3/14/2025

Louisiana 3/14/2025

Georgia 3/14/2025

Mississippi 3/14/2025

Louisiana 3/14/2025

SRO Registrations

FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.

Current Registration(s)

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. (CRD#:134139)

1978 N Highway 190 Ste A, Covington, LA 70433

Registered with this firm since 3/14/2025

CAMBRIDGE INVESTMENT RESEARCH, INC. (CRD#:39543)

1978 N HWY 190 STE A, COVINGTON, LA 70433

Registered with this firm since 3/14/2025

Previous Registration(s)

th hidden text	th hidden text	Name	Location
IA	09/02/2015 - 03/14/2025	KOVACK ADVISORS, INC. (CRD#:140808)	Mandeville, LA
B	04/08/2015 - 03/14/2025	KOVACK SECURITIES INC. (CRD#:44848)	Mandeville, LA
B	05/13/2014 - 10/02/2014	SECURITIES AMERICA, INC. (CRD#:10205)	GULFPORT, MS

KOVACK ADVISORS, INC. (CRD#:140808)

Mandeville, LA

09/02/2015 - 03/14/2025

KOVACK SECURITIES INC. (CRD#:44848)

Mandeville, LA

04/08/2015 - 03/14/2025

SECURITIES AMERICA, INC. (CRD#:10205)

GULFPORT, MS

05/13/2014 - 10/02/2014

For additional information about investment advisers or broker-dealers, please visit

www.investor.gov

Broker

A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.

Investment Adviser

An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.

Disclosures

Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.