Lisa Thurman (CRD# 6959961) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Tuscon, AZ and has over 4 years of experience in the finance industry.
CRD# 4701550
Ubs Financial Services Inc.
CRD# 861820
First Heartland Consultants, Inc.
CRD# 3272252
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Apr 2020 - Current | 4 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Jan 2019 - Current | 5 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Jun 2018 - Current | 5 |
| Simply Bits | Tucson, AZ | Mar 2015 - May 2018 | 3 |
| Transtek Magnetics | Tucson, AZ | Aug 2013 - Apr 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2019 |
- AZ
- TX
-
Total Assets Under Management87,369MILLIONS
-
Total Number of Accounts448,526ACCOUNTS
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Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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, WY
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