Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cara? Claim Your ProfileCara Lidgett is an Investment Advisor Representative associated with Ironview Capital Management, LLC. Cara has been in the industry since March 2008 and is registered with the state of Colorado. Cara has experience in coaching youth hockey and is passionate about helping individuals and families achieve their financial goals. Cara holds the Series 65 license and has experience providing financial planning, pension consulting, and portfolio management services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Corporate consulting
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.
A percentage of the total value of assets under management is charged.
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CO
09/13/2022 - Present
Ironview Capital Management, LLC (Colorado Springs CO)
IA
Issued 12/14/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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