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Kacey Jean Northrup is a financial advisor with Cambridge Investment Research Advisors, Inc. based in Girard, PA. Kacey Jean Northrup has been in the financial services industry since 2014. Kacey Jean Northrup has a Series 7 and Series 66 securities license and holds registrations in 21 states. Kacey Jean Northrup also holds a SIE license. Kacey Jean Northrup is experienced in providing financial advice to individuals, families, and businesses. Kacey Jean Northrup specializes in financial planning, retirement planning, and investment management.
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
PA
01/04/2022 - Present
Cambridge Investment Research Advisors, Inc. (Girard PA)
PA
10/02/2017 - 08/06/2019
CAMBRIDGE INVESTMENT RESEARCH, INC. (PITTSBURGH PA)
PA
07/28/2014 - 09/13/2017
PNC INVESTMENTS (PITTSBURGH PA)
PA
02/10/2014 - 05/29/2014
EDWARD JONES (SMETHPORT PA)
BOTH
Issued 02/28/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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