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Lori Lynn Liffring

Investment adviser representative at Cambridge Advisors Inc
32 yearsExperience
2 statesRegistered in
CFADesignation
$693.5MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

32 years in the industry.

  1. Cambridge Advisors Inc.Feb 1994 to now

Designations

  • CFA

Exams passed

  • Series 65 · Uniform Investment Adviser Law1993

State registrations

Registered as an investment adviser representative in 2 states (NE, TX).

Cambridge Advisors Inc

$693.5MAssets managed
287Clients
4Advisers
36 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2429162
Firm CRD
104851
Advisor's SEC record (opens in a new tab)
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