Melissa Loner

VP, Fiduciary Services and Chief Compliance Officer – RIA

  • Company:Cambridge Investment Research Advisors, Inc
  • Short Bio:Melissa Loner, Vice President, Fiduciary Services and Chief Compliance Office, Cambridge Investment Research Advisors, Inc. Melissa Loner joined Cambridge in 2004 and brings nearly 20 years of experience to her current role. Loner assists in leading the Fiduciary Services department, overseeing the fiduciary review, fee-based programs, and advisory reporting and compliance functions of the department. She devotes her time assisting Cambridge advisors in navigating the regulatory environment through education, collaboration, and the implementation of forward thinking solutions. Loner also serves as Chief Compliance Officer for Cambridge Investment Research Advisors, Inc. (CIRA). She earned an MBA from American Military University and holds FINRA Series 4, 6, 7, 24, 53, 63, 65, and 79 licenses. She is also a member of the National Society of Compliance Professionals (NSCP) professional association.
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