Heather Moir-Dangler, financial advisor Honolulu HI
96 score

Heather Moir-Dangler

CRD Number: 1218645
Current Firm: Cambridge Investment Research Advisors, Inc.

Heather Moir-Dangler (CRD# 1218645) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Honolulu, HI and has over 25 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Cambridge Investment Research Inc. Fairfield, IA Sep 2014 - Current 2
Cambridge Investment Research Advisors Inc. Fairfield, IA Sep 2014 - Current 2
New England Securities Honolulu, HI Oct 1990 - Current 26
The New England Honolulu, HI May 1990 - Current 26
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1991
S65 NASAA Investment Advisors Law Examination Oct 2001
Contact Info for Heather L. Moir-Dangler
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • HI
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
96
Clean Record
This advisor has a clean track record with regulators.

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