Kristina Paz (CRD# 5043611) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Fort Collins, CO and has over 17 years of experience in the finance industry.
CRD# 6262403
Raymond James & Associates, Inc.
CRD# 2896350
Ubs Financial Services Inc.
CRD# 5790901
Wells Fargo Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield, IA | Sep 2017 - Current | 6 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Sep 2017 - Current | 6 |
| Colorado Women Of Influence | Loveland, CO | Jan 2014 - Jul 2019 | 5 |
| Idfa Divorce Alliance- Northern Colorado Chapter | Durham, NC | Jan 2017 - Apr 2018 | 1 |
| Waddell & Reed, Inc. | Fort Collins, CO | Jun 2010 - Sep 2017 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2007 |
- CO
- TX
-
Total Assets Under Management87,369MILLIONS
-
Total Number of Accounts448,526ACCOUNTS
-
Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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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