Unclaimed Profile

Wilson Duke Grkovic

CAMBRIDGE FINANCIAL SERVICES, LTD·RICHMOND, Virginia

Series 1, Series 63, Series 6527 years registeredCAMBRIDGE FINANCIAL SERVICES, LTD

808 MOOREFIELD PARK DRIVE, RICHMOND, VA 23236CRD# 716349Firm CRD# 111889

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Wilson Duke Grkovic · RICHMOND, VA

Registration

CRD #716349 · CAMBRIDGE FINANCIAL SERVICES, LTD · 27 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CAMBRIDGE FINANCIAL SERVICES, LTD

CAMBRIDGE ADVISORS

Jan 1999 – Dec 2014

RICHMOND, VA

Registrations & Exams

FINRA examinations passed

Series 1

Series 63

Series 65

Registration record

First registered · January 15, 1999

Years registered · 27

Disclosure History

1994Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

CAMBRIDGE FINANCIAL SERVICES, LTD

CRD 111889 · SEC 801-30978

AUM

$45M

Regulatory assets under management

Employees

180 client accounts

Services offered by CAMBRIDGE FINANCIAL SERVICES, LTD

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CAMBRIDGE FINANCIAL SERVICES, LTD →

Introduction

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Frequently Asked Questions

What services does Wilson Duke Grkovic offer?

Wilson Duke Grkovic specializes in Financial Planning, Investment Management.

What are Wilson Duke Grkovic's credentials?

Wilson Duke Grkovic is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Wilson Duke Grkovic located?

Wilson Duke Grkovic is based in RICHMOND, Virginia, last registered with CAMBRIDGE FINANCIAL SERVICES, LTD.

How does Wilson Duke Grkovic charge for services?

Wilson Duke Grkovic's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAMBRIDGE FINANCIAL SERVICES, LTD?

CAMBRIDGE FINANCIAL SERVICES, LTD has approximately 1 employees and manages $45M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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