Alicia Klein (CRD# 6148943) is an Investment Advisor Representative working at Cambridge Financial Group, LLC in Tucson, AZ and has over 11 years of experience in the finance industry. Alicia Klein has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4701550
Ubs Financial Services Inc.
CRD# 3272252
Edward Jones
CRD# 4840087
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Financial Group | Tucson, AZ | Oct 2011 - Current | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2013 |
- AZ
-
Total Assets Under Management469MILLIONS
-
Total Number of Accounts1,318ACCOUNTS
-
Average Account Value$355,627
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, CO, LA, MD, NY, WA
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