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Portfolio Management for Investment Companies Advisors in Bradenton, Florida
23 Results
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Bradenton, FL

experience

9 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Alexander Garner is a financial advisor currently working for Cambridge Investment Research Advisors, Inc. Alexander Garner has been in the industry since January 6, 2016. Prior to working at Cambridge Investment Research Advisors, Inc., Alexander Garner worked at Cetera Advisor Networks LLC, Summit Brokerage Services, Inc., First Command Financial Planning, Inc., and Edward Jones. Alexander Garner is a registered investment advisor in Florida and New York.

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

Bradenton, FL

0 Disclosures

ADVISOR BIO

Austin Collins is a financial advisor working with Cambridge Investment Research Advisors, Inc. Austin has been in the financial industry since 2013 and currently holds a Series 65 license. Austin has worked for several organizations in the past, including WPWealth LLP, Domino's, SMU, Whitley Penn, Educational Products Inc., AccessFares, Dallas Area Rape Crisis Center, Raytheon and Pine View School for the Gifted. Austin specializes in financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, portfolio management for businesses and portfolio management for individuals. Austin works with individuals, high net worth individuals, charitable organizations, pension and profit sharing plans and state or municipal government entities.

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

Bradenton, FL

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Austin Bain is a financial advisor with Cambridge Investment Research Advisors, Inc. Austin has been working in the financial services industry since 2018. Austin holds Series 6, 63, 65 and 6TO licenses. Austin is registered to provide financial advice in Florida, Iowa, New Jersey, New York, Texas and Washington.

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

Bradenton, FL

0 Disclosures

ADVISOR BIO

Chelsea Christian is a financial advisor at Cambridge Investment Research Advisors, Inc. Chelsea holds the Series 65 license and is registered as an Investment Advisor Representative in the state of Florida. Chelsea has prior experience working for J.W. Cole Financial, Inc., J.W. Cole Advisors, Inc., Primerica, and Off the Hook. Chelsea's main focus is on helping clients with financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, and portfolio management for individuals and businesses.

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

Bradenton, FL

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Cheryl Lynnette Maddox is a financial advisor at Cambridge Investment Research Advisors, Inc. Cheryl has been working in the financial services industry since July 31, 2018. Cheryl has a Series 6, Series 63, and Series 65 license. Cheryl is registered in 14 states: Alabama, California, Colorado, Florida, Illinois, Maine, Michigan, New Mexico, Tennessee, Texas, Vermont, and Washington. Cheryl Maddox works in the Bradenton, FL office of Cambridge Investment Research Advisors, Inc. She provides financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, portfolio management for businesses and individuals, and other investment 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
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Bradenton, FL

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Cornelius Vaughan is an investment advisor representative at Cambridge Investment Research Advisors, Inc. Cornelius has been in the industry since August 2020. Cornelius has a Series 63, Series 65 and Series 6TO licenses. Cornelius is registered with the state of Florida. Cornelius has been registered as an investment advisor representative since 2021. Cornelius has been registered in Texas since 2023.

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

Bradenton, FL

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Cynthia Lynn Robertson is a financial advisor with Cambridge Investment Research Advisors, Inc. with over 5 years of experience in the industry. Cynthia has a Series 6, Series 63, and Series 65 license, and is registered to provide investment advice in 27 states. Cynthia also holds the SIE license. Cynthia is a strong believer in the power of financial education and has dedicated her career to helping individuals and families achieve their financial goals.

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

Bradenton, FL

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Jacob Michael Williams is a financial advisor with Cambridge Investment Research Advisors, Inc. Jacob has been working in the financial services industry since August 2019. Jacob holds the Series 63, Series 65, and Series 6TO licenses. Jacob is registered to provide investment advice in the following states: Arizona, California, Florida, Idaho, Kentucky, Missouri, Nevada, New York, South Carolina, and Washington. Jacob provides financial planning and investment management services to individuals, businesses, and retirement plans. Jacob is committed to providing personalized financial advice to help clients achieve their financial goals.

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

Bradenton, FL

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

James David Lawrence is a registered representative with Cambridge Investment Research Advisors, Inc. James David Lawrence has been in the financial services industry since March 8, 2020 and holds a Series 65, Series 63, Series 6TO, and SIE license. James David Lawrence has experience working with individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. James David Lawrence specializes in providing financial planning, pension consulting, educational seminars, market timing services, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.

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

Bradenton, FL

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Joanne Marie Hale is a financial advisor with Cambridge Investment Research Advisors, Inc. in Bradenton, FL. Joanne is a registered Investment Advisor Representative and has been active in the financial industry since June 2020. Joanne has a Series 63, 65, 6TO, and SIE licenses and is registered in Colorado, Florida, Georgia, Mississippi, Nevada, New Jersey, and North Carolina. Joanne specializes in providing financial planning, portfolio management, and pension consulting 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

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