Osaic Wealth
44yrs
Top advisor by experience in Cary
7yrs
Sandra Stowe
Financial advisor at Cambridge Investment Research Advisors
Based in Cary, North Carolina, Sandra Stowe is a fiduciary financial advisor with 7 years of industry experience. Sandra joined Cambridge Investment Research Advisors in 2019, a firm offering financial planning, investment management, and retirement plan consulting. Cambridge Investment Research Advisors reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 296 advisors with offices in Cary, and one of 280 fiduciaries.
At a glance
Experience7 years (since 2019)
How that compares ?7 years in the industry
Office2601 Weston Parkway Suite 201, Cary, NC 27513
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$378,281
Advisors at the firm3,917
States licensed ?1 state
Services through Cambridge Investment Research Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersMarket timingEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2019 – nowCambridge Investment Research Advisors, Inc.Current firm
Contact Sandra
(641) 472-5100Firm headquarters in Fairfield, IA. Ask for Sandra. 2601 Weston Parkway Suite 201Cary, NC 27513Office · Get directions Instagram pageCambridge Investment Research Advisors
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Questions to ask Sandra
Tailored to Sandra’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Sandra
How do I contact Sandra?
Call Cambridge Investment Research Advisors at (641) 472-5100 and ask for Sandra Stowe. Sandra works from the Cary, NC office.
How long has Sandra been a financial advisor?
Sandra has been in the industry since 2019, about 7 years. 7 years in the industry.
What licenses does Sandra hold?
Series 66. Tap any license on this page to see what it allows.
Is Sandra a fiduciary?
Sandra is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Sandra paid?
Cambridge Investment Research Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Sandra for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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