Peggy Elliott, financial advisor Highland IL

Peggy Elliott

CRD Number: 2783799
Current Firm: Cambridge Investment Research Advisors, Inc.

Peggy Elliott (CRD# 2783799) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Highland, IL and has over 27 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Cambridge Investment Research Advisors, Inc. Fairfield, IA Dec 2011 - Current 12
Cambridge Investment Research, Inc. Fairfield, IA Mar 2007 - Current 17
Massachusetts Mutual Life Insurance Comp Springfield, MA Aug 1997 - Current 26
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1996
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Peggy L. Elliott
Phone Number: 641-472-5100
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    87,369
    MILLIONS
  • Total Number of Accounts
    448,526
    ACCOUNTS
  • Average Account Value
    $194,791
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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