Valerie Fishgold
Valerie Fishgold is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Scottsdale, AZ, with 44 years of industry experience. Valerie is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.
Fee Estimator
Location
Scottsdale, AZ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Valerie is a co-owner and independent insurance agent for various insurance companies since 1981, dedicating minimal time to this. She also co-owns an Arabian horse business, works as a legal document preparer, is an advisory rep of a RIA, a college consultant, owns real estate, and is an aircraft leasing owner.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Geneos Wealth Management, INC.Broker
Multi-Financial Securities CorporationBroker
Multi-Financial Securities CorporationBroker
Keogler, Morgan & Company, INC.Broker
Linsco Financial Group, INC.Broker
Financial Network Investment CorporationBroker
University Securities CorporationBroker
Fsc Securities CorporationBroker
State Registrations19 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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