Chelsea Sones, financial advisor Fairfield IA

Chelsea Sones

CRD Number: 6769498
Current Firm: Cambridge Investment Research Advisors, Inc.

Chelsea Sones (CRD# 6769498) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Fairfield, IA and has 1 year of experience in the finance industry.

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Cambridge Investment Research Advisors, Inc.
Company Name Location Dates Years
Cambrige Investment Research, Inc. Fairfield, IA Mar 2017 - Current 3
Midwestone Bank Iowa City, IA Dec 2014 - Mar 2017 2
Loft Outlet Williamsburg, IA Mar 2014 - Dec 2014 < 1
Oshkosh Bgosh Williamsburg, IA Jun 2013 - May 2014 < 1
University Of Southern Mississippi History Dept Hattiesburg, MS Aug 2011 - May 2013 1
University Of Northern Iowa Cedar Falls, IA Jan 2010 - May 2011 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2020
Contact Info for Chelsea M. Sones
Phone Number: 641-472-5100
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    56,159
    MILLIONS
  • Total Number of Accounts
    297,440
    ACCOUNTS
  • Average Account Value
    $188,808
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

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