Celeste Monaghan (CRD# 5153893) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Moultonborough, NH and has over 15 years of experience in the finance industry.
CRD# 4761331
Edward Jones
CRD# 5737205
Rockworth Investment Services LLC
CRD# 1132965
Lincoln Financial Advisors Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Monaghan Investment Resources LLC | Moultonborough, NH | May 2022 - Current | 1 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Aug 2016 - Current | 7 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Aug 2016 - Current | 7 |
| Zelek & Associates | Moultonborough, NH | May 2014 - Apr 2022 | 7 |
| Zelek & Associates | Moultonborough, NH | Sep 2008 - Oct 2021 | 13 |
| Investors Capital Corporation | Lynnfield, MA | Mar 2012 - Aug 2016 | 4 |
| Investors Capital Corporation | Lynnfield, MA | Mar 2012 - Aug 2016 | 4 |
| Zelek & Associates, A Financial Services Corporation | Moultonborough, NH | Apr 1999 - May 2014 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2008 |
- NH
- TX
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Total Assets Under Management87,369MILLIONS
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Total Number of Accounts448,526ACCOUNTS
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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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