Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angela? Claim Your ProfileAngela Kirkland is a registered investment advisor representative with Cambridge Investment Research Advisors, Inc. Angela has been in the industry since 2009 and is licensed in Indiana, Kentucky and Ohio. Angela has passed the Series 63, Series 7, Series 24 and SIE exams. Angela specializes in helping individuals and families with their financial planning needs. Angela works with clients of all ages and income levels, and is committed to providing personalized service. Angela's clients appreciate her knowledge, experience, and commitment to their financial success.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
OH
01/09/2020 - Present
Cambridge Investment Research Advisors, Inc. (Centerville OH)
BC
Issued 07/31/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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