Melissa Loner is the Vice President, Fiduciary Services and Chief Compliance Officer, Cambridge Investment Research Advisors, Inc.
Melissa Loner serves as Cambridge’s Vice President of Fiduciary Services and is Chief Compliance Officer of Cambridge Investment Research Advisors, Inc. (CIRA). Melissa joined Cambridge in 2004 and brings nearly 20 years of experience to her current role. She assists in leading Cambridge’s Fiduciary Services Department, an internal department created in 2016 in preparation of the potential impacts of the Department of Labor’s fiduciary rule as it pertains to investment advice and independent financial advisors.
Melissa oversees the fiduciary review, wealth reporting and advisory reporting and compliance functions of the department. She also devotes her time assisting Cambridge independent financial advisors in navigating the regulatory environment through education, collaboration, and the implementation of forward thinking solutions.
Melissa’s professional experience includes working in sales, marketing, compliance, and supervision within the financial services industry. She earned an MBA from American Military University and holds FINRA Series 4, 6, 7, 24, 53, 63, and 65 licenses. She is also a member of the National Society of Compliance Professionals (NSCP) professional association.
Melissa is a devoted wife and mother of three children who are 7, 9, and 13.