Tiffany Lynn Sanchez

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

• 04/2015 → 04/2018
  Wealthbuilders Financial Group, Inc.
  Trinity, FL
• 04/2015 → 04/2018
  Summit Brokerage Services Inc.
  Trinity, FL
• 04/2018 → 09/2019
  Summit Brokerage Services Inc.
  Trinity, FL
• 05/2018 → 06/2020
  Fox Wealth Management Group;
  Trinity, FL
• 05/2020 → 06/2020
  Cetera Advisor Networks
  El Segundo, CA
• 09/2019 → 05/2020
  Cetera Advisor Networks
  El Segundo, CA
• 03/2021 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 03/2021 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 07/2020 → 01/2021
  Unemployed
  Tampa, FL

Other Businesses

1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING. 03/04/21 2) CRUZZEN, 1508 HOVERSHAM DR, NEW PORT RICHEY, FL, LIFESTYLE BRAND, OWNER, 11/11/20, NIR 12 HR/YR- 0/TRADING. 3) UNIVERSAL FINANCIAL CONSULTANTS, 1499 GULF TO BAY BLVD, STE 100, CLEARWATER, FL, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES,07/01/21, NIR, 8 HR/MO- 0/TRADING HR.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-10-26