Nancy SchulzeCRD Number: 5568490
Current Firm: Cambridge Investment Research Advisors, Inc.
Nancy Schulze (CRD# 5568490) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Dallas, TX and has over 7 years of experience in the finance industry.
Khp Capital LLC
Commonwealth Financial Network
Vanderpal Capital Management LLC
|Cambridge Investment Research Inc.||Fairfield, IA||Jun 2013 - Current||3|
|Cambridge Investment Research Advisors Inc.||Fairfield, IA||Jun 2013 - Current||3|
|Literacy Instruction For Texas (lift)||Dallas, TX||May 2009 - Current||7|
|North Dallas Investment Grou, Inc.||Richardson, TX||Dec 2006 - Current||10|
|Ch Wealth Management, LLC||Richardson, TX||Dec 2006 - Current||10|
|White Rock Joint Venture, LP||Richardson, TX||Jan 2001 - Current||15|
|Chapman Hext Investments, LLC||Richardson, TX||Jan 2001 - Current||15|
|White Rock Advisors, LLC||Richardson, TX||Jan 2001 - Current||15|
|Nschulze, LLC||Richardson, TX||Jan 2001 - Current||15|
|Chapman Hext & Company, P.c.||Richardson, TX||Feb 1992 - Current||24|
|Berthel Fisher & Company Financial Services, Inc.||Richardson, TX||Jun 2009 - Jun 2013||4|
|Vsr Advisory Services||Overland Park, KS||Jan 2009 - Jun 2009||< 1|
|Vsr Financial Services, Inc.||Overland Park, KS||Jul 2008 - Jun 2009||< 1|
|Ch Wealth Management, LLC||Richardson, TX||Jun 2007 - Dec 2008||1|
|White Rock Advisors, LLC||Richardson, TX||Jan 2007 - May 2007||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2008|
Total Assets Under Management25,187MILLIONS
Total Number of Accounts152,412ACCOUNTS
Average Account Value$165,257
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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
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