Monika CrossleyCRD Number: 5467348
Current Firm: Cambridge Investment Research Advisors, Inc.
Monika Crossley (CRD# 5467348) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Metairie, LA and has over 8 years of experience in the finance industry.
Fpl Capital Management, LLC
Upperline Financial Planning, LLC
Deane Retirement Strategies, Inc.
|Cambridge Investment Research, Inc.||Fairfield, IA||Sep 2015 - Current||2|
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Sep 2015 - Current||2|
|Guardian Life Insurance Co Of America||Metairie, LA||May 2011 - Current||7|
|Park Avenue Securities LLC||Metairie, LA||Mar 2012 - Sep 2015||3|
|Morgan Keegan||New Orleans, LA||May 2010 - Mar 2012||1|
|Chase Investment Services||Metairie, LA||Dec 2007 - May 2010||2|
|Jpmorgan Chase Bank, Na||Metairie, LA||Dec 2007 - May 2010||2|
|Columns Hotel||New Orleans, LA||Sep 2006 - May 2008||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2009|
Total Assets Under Management28,722MILLIONS
Total Number of Accounts168,526ACCOUNTS
Average Account Value$170,429
- 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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