Valerie Fishgold
Valerie Fishgold is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Scottsdale, AZ, with 43 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
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.