Unclaimed Profile

Joel E. Fay

CAMBRIDGE FINANCIAL ADVISORS, LLC·SALIDA, Colorado

Series 65Clean record4 years registeredCAMBRIDGE FINANCIAL ADVISORS, LLC

339 E HIGHWAY 50, SALIDA, CO 81201CRD# 7444923Firm CRD# 118314

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Joel E. Fay · SALIDA, CO

Registration

CRD #7444923 · CAMBRIDGE FINANCIAL ADVISORS, LLC · 4 years registered

Brand Profile

Not yet started

Career History

CAMBRIDGE FINANCIAL ADVISORS, LLC

Sep 2021 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · September 24, 2021

Years registered · 4

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAMBRIDGE FINANCIAL ADVISORS, LLC

CRD 118314 · SEC 801-129597

Employees

Total firm employees

Services offered by CAMBRIDGE FINANCIAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CAMBRIDGE FINANCIAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Joel E. Fay offer?

Joel E. Fay specializes in Financial Planning, Investment Management. Contact their office in SALIDA, Colorado for a consultation.

What are Joel E. Fay's credentials?

Joel E. Fay is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joel E. Fay located?

Joel E. Fay is based in SALIDA, Colorado, working with CAMBRIDGE FINANCIAL ADVISORS, LLC. Their office serves clients in the SALIDA metropolitan area and surrounding communities.

How does Joel E. Fay charge for services?

Joel E. Fay's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAMBRIDGE FINANCIAL ADVISORS, LLC?

CAMBRIDGE FINANCIAL ADVISORS, LLC has approximately 3 employees. The firm is registered with the SEC as an investment adviser.

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