Emily Messegee, financial advisor Frisco CO
90 score

Emily Messegee

CRD Number: 5381577
Current Firm: Cambridge Investment Research Advisors, Inc.

Emily Messegee (CRD# 5381577) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Frisco, CO and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research Advisors, Inc. Fairfield, IA Sep 2013 - Current 3
Cambridge Investment Research, Inc. Fairfield, IA Apr 2013 - Current 3
Patsy Goodrich Designs Austin, TX Jul 2011 - Current 5
Charles Schwab & Company, Inc. Austin, TX Jun 2012 - Mar 2013 < 1
Homeaway, Inc. Austin, TX Mar 2012 - Jun 2012 < 1
Homeaway, Inc. Austin, TX Aug 2011 - Nov 2011 < 1
Unemployed/traveling Austin, TX May 2011 - Jul 2011 < 1
United States Peace Corps Aoufouss, Sep 2009 - May 2011 1
Lpl Financial Frisco, CO May 2009 - Sep 2009 < 1
Us Bank Dillon, CO Mar 2009 - May 2009 < 1
Farmers Insurance Dillon, CO Dec 2008 - Mar 2009 < 1
Leave Of Absence Olympia, WA Sep 2008 - Dec 2008 < 1
Lpl Financial Frisco, CO Jun 2007 - Sep 2008 1
Bank Of The West Denver, CO Mar 2006 - Jun 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2012
S65 NASAA Investment Advisors Law Examination Sep 2013
Contact Info for Emily A. Messegee
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    25,187
    MILLIONS
  • Total Number of Accounts
    152,412
    ACCOUNTS
  • Average Account Value
    $165,257
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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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