Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Cambridge is a financial advisor in Rockford, Illinois. Lisa has been in the financial services industry for 20 years. Lisa currently works with LPL Financial LLC. Previously, Lisa has held positions with BMO Harris Financial Advisors, Inc., J.P. Morgan Securities LLC, Chase Investment Services Corp. and Banc One Securities Corporation. Lisa has a Series 63 license. She also holds a Series 6 and a SIE license. Lisa is a licensed advisor in Illinois.
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.
Consulting and other non-discretionary advisory services
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.
1
2
IL
03/24/2021 - Present
LPL Financial LLC (ROCKFORD IL)
IL
01/23/2015 - 03/24/2021
BMO HARRIS FINANCIAL ADVISORS, INC. (ROCKFORD IL)
IL
10/01/2012 - 10/22/2014
J.P. MORGAN SECURITIES LLC (ROCKFORD IL)
IL
07/06/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (ROCKFORD IL)
IL
04/05/2002 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BC
Issued 03/11/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Lisa Cambridge is the right advisor for you? Invested Better is here to help.
