Liz Hildebrand (CRD# 7577071) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Leitchfield, KY and has 1 year of experience in the finance industry.
CRD# 4908779
J.p. Morgan Securities LLC
CRD# 4737382
State Farm Investment Management Corp.
CRD# 6191737
First Command Advisory Services
Company Name | Location | Dates | Years |
---|---|---|---|
Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Jul 2023 - Current | < 1 |
Witten Financial Services | Leitchfield, KY | Jun 2022 - Current | 1 |
Western Kentucky University | Bowling Green, KY | Aug 2019 - May 2023 | 3 |
Olive Garden | Elizabethtown, KY | Mar 2021 - Sep 2021 | < 1 |
Nolin Lake Lodge | Clarkson, KY | May 2020 - Nov 2020 | < 1 |
Dairy Queen | Leitchfield, KY | Jan 2020 - Feb 2020 | < 1 |
Sun Tan City | Bowling Green, KY | Oct 2019 - Dec 2019 | < 1 |
Nolin Lake Lodge | Clarkson, KY | Jun 2019 - Aug 2019 | < 1 |
North Bullitt High School | Louisville, KY | Aug 2015 - May 2019 | 3 |
Zoneton Middle School | Louisville, KY | Aug 2012 - May 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jun 2023 |
S63 | Uniform Securities State Law Examination | Aug 2023 |
- KY
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Total Assets Under Management87,369MILLIONS
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Total Number of Accounts448,526ACCOUNTS
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Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
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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