Joel Fay (CRD# 7444923) is an Investment Advisor Representative working at Cambridge Financial Advisors, LLC in Salida, CO and has over 2 years of experience in the finance industry.
CRD# 6290767
Cambridge Financial Advisors, LLC
CRD# 2363536
Ee&a Investment Management
CRD# 6401666
Cambridge Financial Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Financial Advisors, LLC | Buena Vista, CO | Sep 2021 - Current | 2 |
| Unemployed | Lexington, KY | Mar 2021 - Sep 2021 | < 1 |
| Campari Americas | Lawrenceburg, KY | Nov 2019 - Mar 2021 | 1 |
| General Electric - Renewable Energy | Lexington, KY | May 2017 - Nov 2019 | 2 |
| General Electric - Lighting | Lexington, KY | May 1999 - May 2017 | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2021 |
- CO
- KY
- OH
- TX
- WI
-
Total Assets Under Management111MILLIONS
-
Total Number of Accounts508ACCOUNTS
-
Average Account Value$218,988
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CO, KY, OH, TX, WI
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