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Nancy Schulze

17 Years of Experience
Dallas, TX
Broker

Nancy Schulze is a registered investment advisor, based in Dallas, TX, with 17 years of industry experience.

Location

5001 Spring Valley Road, Ste 850W, Dallas, TX, 75244

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Nancy is President Emeritus at Chapman, Hext & Co, P.C. since 1992, dedicating a significant amount of time. She also serves as Treasurer for Literacy Instruction for Texas, a non-profit, dedicating minimal time, and is an advisory rep of a RIA at CIRA, dedicating about half of her time.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
June 2013 - Present · 13 yrs 3 mos
Cambridge Investment Research, INC.Broker
June 2013 - Present · 13 yrs 3 mos
Previous Registrations
Berthel, Fisher & Company Financial Services, INC.Broker
June 2009 - June 2013 · 4 yrs
Vsr Advisory Services
January 2009 - June 2009 · 5 mos
Vsr Financial Services, INC.Broker
July 2008 - June 2009 · 11 mos
State Registrations7 states
AZMTNMOKORTXWA
AdvisorBrokerBoth

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
No exam information available for this advisor.
Nancy Schulze - Financial Advisor | TrueAdvisor