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Alicia Gabrielle Klein

CAMBRIDGE FINANCIAL GROUP, LLC·TUCSON, Arizona
Series 65Clean record13 years registeredCAMBRIDGE FINANCIAL GROUP, LLC
6700 N. ORACLE RD., TUCSON, AZ 85704CRD# 6148943Firm CRD# 117428

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Alicia Gabrielle Klein · TUCSON, AZ
Registration
CRD #6148943 · CAMBRIDGE FINANCIAL GROUP, LLC · 13 years registered
Brand Profile
Not yet started
01

Career History

CAMBRIDGE FINANCIAL GROUP, LLC
Mar 2013 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · March 12, 2013
Years registered · 13
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CAMBRIDGE FINANCIAL GROUP, LLC
CRD 117428 · SEC 801-110472
AUM
$469M
Regulatory assets under management
Employees
9
1,318 client accounts
Services offered by CAMBRIDGE FINANCIAL GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CAMBRIDGE FINANCIAL GROUP, LLC →
Introduction

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Frequently Asked Questions

What services does Alicia Gabrielle Klein offer?
Alicia Gabrielle Klein specializes in Financial Planning, Investment Management. Contact their office in TUCSON, Arizona for a consultation.
What are Alicia Gabrielle Klein's credentials?
Alicia Gabrielle Klein is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alicia Gabrielle Klein located?
Alicia Gabrielle Klein is based in TUCSON, Arizona, working with CAMBRIDGE FINANCIAL GROUP, LLC. Their office serves clients in the TUCSON metropolitan area and surrounding communities.
How does Alicia Gabrielle Klein charge for services?
Alicia Gabrielle Klein's firm is compensated through percentage of aum, subscription fees, other: % of income. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAMBRIDGE FINANCIAL GROUP, LLC?
CAMBRIDGE FINANCIAL GROUP, LLC has approximately 9 employees and manages $469M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CAMBRIDGE FINANCIAL GROUP, LLC

Brandon Ray Hodgeson
TUCSON, AZ
CFP
Cole Justin Mcclarren
TUCSON, AZ
Bonnie Carole Courtney
TUCSON, AZ
Penny Boone Marchand
TUCSON, AZ

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