Cassidy Moulton (CRD# 6620878) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Bettendorf, IA and has over 7 years of experience in the finance industry.
CRD# 5419183
Ameriprise Financial Services, LLC
CRD# 4397919
Ubs Financial Services Inc.
CRD# 4230601
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield, IA | Jun 2023 - Current | < 1 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Jun 2023 - Current | < 1 |
| Nations Financial Group, Inc. | Bettendorf, IA | May 2018 - Jun 2023 | 5 |
| Quad City Investment Center | Moline, IL | Aug 2016 - Apr 2018 | 1 |
| Quad City Bank And Trust | Moline, IL | Aug 2016 - Apr 2018 | 1 |
| Lpl Financial, LLC | Moline, IL | Aug 2016 - Apr 2018 | 1 |
| Self Employment - Precious Metals | Bettendorf, IA | Dec 2013 - Jul 2016 | 2 |
| Asset Exchange Strategies, LLC | Austin, TX | Dec 2013 - Nov 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2017 |
- IA
- 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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