Patricia Soto (CRD# 4405588) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Edgewood, MD and has over 22 years of experience in the finance industry.
CRD# 2763082
Mml Investors Services, LLC
CRD# 5690805
T. Rowe Price Associates, Inc.
CRD# 4544200
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield, IA | May 2021 - Current | 3 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | May 2021 - Current | 3 |
| First Command Advisory Services | Fort Worth, TX | Dec 2015 - Mar 2021 | 5 |
| First Command Financial Planning | Fort Worth, TX | Sep 2005 - Mar 2021 | 15 |
| First Command Financial Services, Inc. | Fort Worth, TX | Aug 2001 - Mar 2021 | 19 |
| First Command Financial Planning, Inc. | Fort Worth, TX | May 2001 - Mar 2021 | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2001 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2004 |
- MD
- TX
-
Total Assets Under Management87,369MILLIONS
-
Total Number of Accounts448,526ACCOUNTS
-
Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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, WY
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