Vickie SteimleCRD Number: 3064145
Current Firm: Cambridge Investment Research Advisors, Inc.
Vickie Steimle (CRD# 3064145) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Saint Peters, MO and has over 19 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Mml Investors Services, LLC
|Cambridge Investment Research, Inc.||Fairfield, IA||Nov 2009 - Current||8|
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Nov 2009 - Current||8|
|Woodbury Financial||St Peters, MO||Jan 2008 - Nov 2009||1|
|Fsc Securities Corp||Atlanta, GA||Jul 2003 - Jan 2008||4|
|Gateway Financial Advisors, Inc.||St. Peters, MO||Feb 2003 - Oct 2006||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1998|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
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