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.
Visionary Wealth Advisors, LLC
|Cambridge Investment Research, Inc.||Fairfield, IA||Nov 2009 - Current||7|
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Nov 2009 - Current||7|
|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
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