Invested Better
Portfolio Management for Investment Companies Advisors in Deland, Florida
3 Results
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Deland, FL

experience

18 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

David Llewellyn is a financial advisor with Cambridge Investment Research Advisors, Inc. in Deland, Florida. David has been in the financial industry since March 29, 2007. David is registered with the state of Florida as an Investment Advisor Representative and has also held previous positions with Edward Jones. David has a wide range of experience and can provide a variety of services to individuals, businesses and organizations.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

DELAND, FL

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Mary Kathleen Brown-thibodeau is a financial advisor at Cambridge Investment Research Advisors, Inc., and has been in the financial industry since September 2008. Mary is licensed in 17 states and has a Series 7, Series 66 and SIE licenses. Mary has a strong background in providing financial planning and investment advice to a variety of clients, including high-net-worth individuals, businesses, and pension plans.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

DeLand, FL

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Rebecca Leigh Jones is an active investment advisor representative with Cambridge Investment Research Advisors, Inc. Rebecca has been in the industry since April 2001. Rebecca is registered to provide advisory services in Colorado, Florida, and Texas. She is also registered to provide Broker/Dealer services in 23 states including Alabama, Arizona, California, Colorado, Florida, Illinois, Indiana, Kansas, Missouri, Nebraska, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Texas, and more. Rebecca has experience working with individuals, families, and trusts. Rebecca's primary focus is providing comprehensive financial planning, investment management, and retirement planning services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services