Lisa
Vignola

Cambridge Investment Research Advisors, Inc

CRD#6292468
Investment Advisor
in Fort Lauderdale, FL

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About this Advisor

Lisa Vignola is a financial advisor who works out of Fort Lauderdale, Florida who has 7 years of relevant experience. Vignola is an advisor for Cambridge Investment Research Advisors, Inc. During their career, Vignola has held roles at Transamerica Financial Advisors, Inc, Fidelity Investments, Auto Works Collision & Paint, United Way Of Broward County, Nova Southeastern University, Cambridge Investment Research, Inc and Cambridge Investment Research Advisors, Inc. Vignola maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Florida. Cambridge Investment Research Advisors, Inc is a financial advisory business that has its headquarters in Fairfield, IA. The investment advisory business has offices in 2,023 locations and a total of 3,352 employees. It administers $82 billion in total assets between its 461,370 accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises six charities and foundations. Of its 461,370 customer accounts, just 10% belong to high-net-worth clients who have more than $1 million in investable assets. Cambridge Investment Research Advisors, Inc provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, market timing services and educational seminars. Fees for financial management typically are based on the type of financial services. Fee types charged by Cambridge Investment Research Advisors, Inc most likely include some combination of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Market timing services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Office Location

10167 W Sunrise Blvd. Ste 107
Fort Lauderdale, FL 33322

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$82,427,818,654

FL Average: $9,259,360,772
Total Number of Employees

3,352

FL Average: 166
Total Number of Accounts

461,370

FL Average: 7,189
Average Account Size

$178,659

FL Average: $1,287,990

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Market timing services
  • Educational seminars/workshops

Lisa Vignola Work History

Lisa has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Cambridge Investment Research, Inc

2016 - Present (8 years)

Cambridge Investment Research Advisors, Inc

2014 - Present (10 years)

Nova Southeastern University

2003 - Present (21 years)

Auto Works Collision & Paint

2016 - 2016 (< 1 year)

Transamerica Financial Advisors, Inc

2014 - 2015 (1 year)

Fidelity Investments

2011 - 2014 (3 years)

United Way Of Broward County

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Lisa Vignola to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cambridge Investment Research Advisors, Inc

Mitchell Robinson
Tulsa, OK
Ryan Grote
Cincinnati, OH
John Ladick
Fairfield, IA
Andrew Wittich
Houston, TX
Stacy Robinson
South Haven, MI
Enrico Bawar
Staten Island, NY
Laurie Taylor
Ormond Beach, FL
Ryan Bouchard
Kennesaw, GA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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