Carrie Lynn Lathrop

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2011 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 07/2011 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 07/2013 → Present
  Cambridge Investment Research Advisors, Inc
  Fairfield, IA

Other Businesses

1) FAIRFIELD CHAMBER OF COMMERCE, 02/2022, 204 WEST BROADWAY AVENUE FAIRFIELD IA 52567, BOARD MEMBER, BUSINESS NETWORKING ORGANIZATION, NIR, 2 HR/MONTH 2 HR/MONTH TRADING 2) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. 07/15/2013

Exams

• S66 Uniform Combined State Law Examination
  2013-07-12

Other Names

• Carrie Lynn Clingan