Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Lin Bambrough-lugar is a financial advisor with Cambridge Investment Research, Inc. Kelly has been working in the financial industry for over 20 years and holds both Series 6 and Series 63 licenses. Kelly's previous work experience includes time at VALIC Financial Advisors, Inc. and The Variable Annuity Marketing Company. Kelly's experience and commitment to serving clients are key to her 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.
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.
1
2
MI
04/23/2004 - Present
Cambridge Investment Research, Inc. (BERKLEY MI)
TX
04/25/2000 - 04/28/2004
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
04/25/2000 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
BC
Issued 04/29/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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