Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Judy? Claim Your ProfileJudy Lullo is a financial advisor with Cambridge Investment Research Advisors, Inc., a firm located in Fairfield, IA. Judy has been a registered representative for over 30 years and holds Series 6, 7, and 63 licenses. Judy's primary focus is helping clients with their financial planning, portfolio management, and pension consulting needs.
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
TX
10/04/2019 - Present
Cambridge Investment Research Advisors, Inc. (Houston TX)
TX
04/25/2008 - 10/11/2019
FSC SECURITIES CORPORATION (HOUSTON TX)
TX
07/10/1997 - 05/01/2008
INTERSECURITIES, INC. (HOUSTON TX)
AL
08/16/1996 - 07/14/1997
PROEQUITIES, INC. (BIRMINGHAM AL)
NE
03/17/1995 - 09/03/1996
SECURITIES AMERICA, INC. (LAVISTA NE)
MA
07/22/1992 - 08/01/1995
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
BC
Issued 07/22/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2007
Series 7 - General Securities Representative Examination
BC
Issued 07/20/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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