Lauren Novak

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

• 07/2022 → Present
  Cambridge Investment Research Inc.
  Fairfield, IA
• 10/2022 → Present
  Cambridge Investment Research Inc.
  Fairfield, IA
• 02/2018 → 04/2022
  Wockenfuss Candies
  Parkville, MD
• 01/2022 → 05/2022
  The Financial Consulate
  Hunt Valley, MD
• 01/2012 → 02/2018
  Student
  Baltimore, MD
• 05/2022 → 07/2022
  Unemployed
  Baltimore, MD
• 02/2023 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Other Businesses

1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. SEE EMPLOYMENT FOR START DATE. 2) THE LEGACY GROUP, 4 Reservoir Circle, Suite 103, Pikesville MD 21208, 04/17/2024, Agent, DBA Name, NIR, 8 HR/MO, 4 HR/MO TRADING.

Exams

• S66 Uniform Combined State Law Examination
  2023-01-20

Designations

• Certified Financial Planner