Paul M. Wendee & Associates
43yrs
Top advisor by experience in Vista
15yrs
Sierra James
Full name on record: Sierra Adele James
Financial advisor at Cambridge Investment Research Advisors
Sierra James has worked in the financial industry for 15 years and is a fiduciary financial advisor based in Vista, California. Sierra has been with Cambridge Investment Research Advisors since 2025; before that, Sierra spent 11 years at Cantella & CO.. Cambridge Investment Research Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 42 advisors with offices in Vista, and one of 41 fiduciaries.
At a glance
Experience15 years (since 2012)
How that compares ?More experience than 55% of advisors in Vista
OfficeVista, CA
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
- Jan 2025 – nowCambridge Investment Research Advisors, Inc.Current firm
- 2012 – 2023Cantella & CO., Inc.Previously
Contact Sierra
(641) 472-5100Firm headquarters in Fairfield, IA. Ask for Sierra. Vista, CAOffice · Get directions Instagram pageCambridge Investment Research AdvisorsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Sierra
Tailored to Sierra’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Sierra
How do I contact Sierra?
Call Cambridge Investment Research Advisors at (641) 472-5100 and ask for Sierra James. Sierra works from the Vista, CA office.
How long has Sierra been a financial advisor?
Sierra has been in the industry since 2012, about 15 years. More experience than 55% of advisors in Vista.
What licenses does Sierra hold?
Series 66. Tap any license on this page to see what it allows.
Is Sierra a fiduciary?
Sierra is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Sierra 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 Sierra 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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