Kristina PazCRD Number: 5043611
Current Firm: Cambridge Investment Research Advisors, Inc.
Kristina Paz (CRD# 5043611) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Loveland, CO and has over 14 years of experience in the finance industry.
Raymond James & Associates, Inc.
Wells Fargo Advisors Financial Network, LLC
|Cambridge Investment Research, Inc.||Fairfield, IA||Sep 2017 - Current||4|
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Sep 2017 - Current||4|
|Idfa Divorce Alliance- Northern Colorado Chapter||Durham, NC||Jan 2017 - Current||4|
|Colorado Women Of Influence||Loveland, CO||Jan 2014 - Current||7|
|Waddell & Reed, Inc.||Fort Collins, CO||Jun 2010 - Sep 2017||7|
|Business Women's Network Of Fort Collins||Fort Collins, CO||Jan 2011 - Dec 2013||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2007|
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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