Sheila Little, financial advisor Reading PA
89 score

Sheila Little

CRD Number: 4452678
Current Firm: Cambridge Investment Research Advisors, Inc.

Sheila Little (CRD# 4452678) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Reading, PA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research Advisors, Inc. Fairfield, IA Aug 2013 - Current 3
Cambridge Investment Research, Inc. Fairfield, IA Feb 2013 - Current 3
Cfg Reading, PA Jan 2009 - Current 7
Spring Valley Athletic Club Sinking Spring, PA Jun 2007 - Dec 2009 2
Unemployed Reading, PA Feb 2003 - Jun 2007 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2013
Contact Info for Sheila E. Little
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    25,187
    MILLIONS
  • Total Number of Accounts
    152,412
    ACCOUNTS
  • Average Account Value
    $165,257
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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