Cara Lidgett, financial advisor Colorado Springs CO

Cara Lidgett

CRD Number: 6928735
Current Firm: Ironview Capital Management, LLC

Cara Lidgett (CRD# 6928735) is an Investment Advisor Representative working at Ironview Capital Management, LLC in Colorado Springs, CO and has over 6 years of experience in the finance industry.

Similar Advisors
Russell Adelmann, financial advisor Colorado Springs CO
Russell B. Adelmann
CRD# 2202065
Adelmann Financial, Inc.
Similar Advisors
Andrew Adrian, financial advisor Colorado Springs CO
Andrew A. Adrian
CRD# 6728761
T. Rowe Price Advisory Services, Inc.
Similar Advisors
Brandon Akers, financial advisor Colorado Springs CO
Brandon Akers
CRD# 5836179
T. Rowe Price Advisory Services, Inc.
Company Name Location Dates Years
Ironview Capital Management LLC Pittsburgh, PA Mar 2018 - Current 6
Ironview Capital Management Pittsburgh, PA Jan 2017 - Current 7
Cfp Study Pittsburgh, PA May 2016 - Jan 2017 < 1
Muskegon Lumberjacks Muskegon, MI Aug 2015 - Apr 2016 < 1
Penn State State College, PA Mar 2008 - May 2015 7
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2017
Contact Info for Cara M. Lidgett
Phone Number: 215-793-0111
Firm Website: https://www.ironview.com
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    724
    MILLIONS
  • Total Number of Accounts
    337
    ACCOUNTS
  • Average Account Value
    $2,147,636
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
Types of Clients
Registered States

CA, CO, DC, FL, GA, MA, MD, NJ, NY, PA, TX, VA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.