Lisa VajenCRD Number: 3070756
Current Firm: Cambridge Investment Research Advisors, Inc.
Lisa Vajen (CRD# 3070756) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Perrysburg, OH and has over 3 years of experience in the finance industry.
Bollin Wealth Management, LLC
Independence Capital Company, Inc.
Ameriprise Financial Services, Inc.
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Mar 2014 - Current||3|
|Cambridge Investment Research, Inc.||Fairfield, IA||Dec 2009 - Current||8|
|Butler Capital Advisors||Toledo, OH||Jan 2004 - Current||13|
|Multi-financial Securities Corporation||Denver, CO||Dec 2004 - Dec 2009||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2014|
Total Assets Under Management25,187MILLIONS
Total Number of Accounts152,412ACCOUNTS
Average Account Value$165,257
- 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