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Carol Lynn Fischer

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.·FAIRFIELD, Iowa
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1776 PLEASANT PLAIN RD., FAIRFIELD, IA 52556-8757CRD# 2419929Firm CRD# 134139
01

About

Carol Lynn Fischer is a registered financial advisor based in FAIRFIELD, Iowa, affiliated with CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AUM
$87.4B
Regulatory assets under management
Employees
3312
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other advisory services
Charitable organization or education services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Other: SOLICITATION FEES FROM 3RD PARTY MONEY MANAGERS
Regulatory
SEC/IARD CRD# 2419929
Firm CRD# 134139
9 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Carol Lynn Fischer offer?
Carol Lynn Fischer specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FAIRFIELD, Iowa for a consultation.
What are Carol Lynn Fischer's credentials?
Carol Lynn Fischer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Carol Lynn Fischer located?
Carol Lynn Fischer is based in FAIRFIELD, Iowa, working with CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.. Their office serves clients in the FAIRFIELD metropolitan area and surrounding communities.
How does Carol Lynn Fischer charge for services?
Carol Lynn Fischer's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions, other: solicitation fees from 3rd party money managers. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.?
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. has approximately 3312 employees and manages $87.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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