Oxbow Advisors
47yrs
Top advisor for experience in Austin
45yrs
Idolina Maria Shumway
Financial advisor at Cambridge Investment Research Advisors
At a glance
Experience45 years (since 1981)
How that compares ?Top 1% for experience in Austin
OfficeAustin, TX
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
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.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2014 – nowCambridge Investment Research Advisors, Inc.Current firm
- Oct 2013 – Jul 2014Planmember Securities CorporationPreviously
- 2010 – 2013Veritrust Financial, LLCPreviously
- Apr 2010 – Jun 2010USA Financial Securities LLCPreviously
- 2004 – 2010New England SecuritiesPreviously
- 2000 – 2003LPL Financial LLCPreviously
Questions to ask Idolina
Tailored to Idolina’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- 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?
About Idolina
How do I contact Idolina?
Call Cambridge Investment Research Advisors at 641-472-5100 and ask for Idolina Maria Shumway. Idolina works from the Austin, TX office.
How long has Idolina been a financial advisor?
Idolina has been in the industry since 1981, about 45 years. Top 1% for experience in Austin.
What licenses does Idolina hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Idolina a fiduciary?
Idolina is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Idolina 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 Idolina for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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