Amy Cavanaugh, financial advisor Clinton IA

Amy Cavanaugh

CRD Number: 2475977
Current Firm: Cambridge Investment Research Advisors, Inc.

Amy Cavanaugh (CRD# 2475977) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Clinton, IA and has over 25 years of experience in the finance industry.

Similar Advisors
Joseph Adam, financial advisor Clinton IA
Joseph P. Adam
CRD# 5419183
Ameriprise Financial Services, LLC
Similar Advisors
Bryan Adamson, financial advisor Clinton IA
Bryan C. Adamson
CRD# 4397919
Ubs Financial Services Inc.
Similar Advisors
Shawn Agan, financial advisor Clinton IA
Shawn M. Agan
CRD# 4230601
Lpl Financial LLC
Company Name Location Dates Years
Cambridge Investment Research Advisors, Inc. Fairfield, IA Mar 2011 - Current 13
Cambridge Investment Research, Inc. Fairfield, IA Mar 2011 - Current 13
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 1999
Contact Info for Amy L. Cavanaugh
Phone Number: 641-472-5100
Registered State(s):
  • IL
  • IA
By the Numbers
  • Total Assets Under Management
    82,428
    MILLIONS
  • Total Number of Accounts
    461,370
    ACCOUNTS
  • Average Account Value
    $178,659
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from Amy Cavanaugh and other 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.