Lauren Mishra (CRD# 7237234) is an Investment Advisor Representative working at Cambridge Financial Group, LLC in Tucson, AZ and has 1 year of experience in the finance industry. Lauren Mishra 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, LLC | Tucson, AZ | Oct 2020 - Current | 3 |
| Evidence Based Financial Planning, LLC | Tucson, AZ | Oct 2018 - Dec 2020 | 2 |
| Self-employed | Tucson, AZ | Jan 2019 - Mar 2020 | 1 |
| Morrissey Wealth Management | North Haven, CT | Oct 2018 - Dec 2019 | 1 |
| Tci Wealth Advisors | Tucson, AZ | Jan 2018 - Sep 2018 | < 1 |
| Unemployed (cfp Study) | Tucson, AZ | Oct 2015 - Dec 2017 | 2 |
| University Of Arizona | Tucson, AZ | Jan 2015 - Oct 2015 | < 1 |
| University Of Michigan | Ann Arbor, MI | Sep 2013 - Oct 2014 | 1 |
- 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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