Nancy Lee Conners

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

• 07/2013 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 11/2010 → Present
  Duncan Financial Group
  Irwin, PA

Other Businesses

1) DUNCAN FINANCIAL GROUP LLC, 311 MAIN ST, IRWIN PA, 9/2014 AS INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 1/MO - 1/TRADING. 2) DUNCAN FINANCIAL GROUP, 311 MAIN STREET, IRWIN, PA, ASSISTANT MANAGER OF FINANCIAL SERVICES, 12/01/20, NIR, 40/WK- 30/TRADING HRS 3) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 80 HR/MO - 40 HR/MO TRADING. SEE EMPLOYMENT FOR START DATE.

Exams

• S66 Uniform Combined State Law Examination
  2013-10-15

Other Names

• Nancy Lee Kaczynski
• Nancy Conners