Judy HoCRD Number: 5072794
Current Firm: Cambridge Investment Research Advisors, Inc.
Judy Ho (CRD# 5072794) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Folsom, CA and has over 5 years of experience in the finance industry. Judy Ho has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Dynamic Wealth Strategies, LLC
Charles Schwab & Company, Inc.
|Lane Florence||Cameron Park, CA||Jan 2020 - Current||2|
|Cambridge Investment Research, Inc.||Fairfield, IA||Nov 2019 - Current||2|
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Nov 2019 - Current||2|
|Edward Jones||St Louis, MO||Sep 2016 - Oct 2019||3|
|Pacific Gas And Electric Company||San Francisco, CA||May 2009 - Sep 2016||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2016|
Total Assets Under Management68,505MILLIONS
Total Number of Accounts337,618ACCOUNTS
Average Account Value$202,907
- 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, WY
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