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Nancy Nichole Lavely

Cambridge Investment Research, Inc.

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About Nancy Nichole Lavely

Nancy Nichole Lavely is a financial professional with Cambridge Investment Research, Inc. She is a registered representative in Iowa and has been in the industry since December 2021. Nancy has passed the Series 7, 99 and SIE exams. She is located at 1776 PLEASANT PLAIN RD. in Fairfield, IA.

Firm Information

Nancy Lavely is currently registered with Cambridge Investment Research, Inc.. Cambridge Investment Research, Inc. is a corporation formed in October 1995. The firm is registered with the SEC and in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

658

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Nancy Lavely’s Registration & Firm History

IA

12/03/2021 - Present

Cambridge Investment Research, Inc. (FAIRFIELD IA)

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Licenses & Designations

BC

Issued 01/20/2023

Series 7TO - General Securities Representative Examination

BC

Issued 12/03/2021

Series 99TO - Operations Professional Examination

BC

Issued 10/07/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nancy Nichole Lavely.
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