Invested Better
Portfolio Management for Investment Companies Advisors
5,918 Results
Unclaimed
location

New York, NY

0 Disclosures

ADVISOR BIO

David Michael Spungen is an investment advisor representative with Corient. David has been in the financial industry for over 30 years and has extensive experience in providing investment advice to individuals and businesses. David's primary focus is on financial planning, portfolio management, and pension consulting. David has a strong track record of success in helping clients achieve their financial goals. David is also a member of the advisory board of Simply Good Jars, a consumer packaged goods company.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Security Ratings
Market Timing Services
Publication of Financial Periodicals
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Burnsville, MN

experience

41 Years Experience

0 Disclosures

ADVISOR BIO

David Anderson is an investment advisor representative with Cambridge Investment Research Advisors, Inc. David has been in the financial services industry for over 38 years. David is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 6, 7, 22, 63, and 65 licenses. David also holds a notary public license. In addition to their advisory role with Cambridge Investment Research Advisors, Inc., David also holds licenses as an independent insurance agent, and is an advisory representative for CIRA.

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

Merritt Island, FL

experience

38 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

David Gamblin is an Investment Advisor Representative with Cambridge Investment Research Advisors, Inc. David Gamblin has been working in the financial services industry since 1986. David Gamblin's current firm is based in Fairfield, IA and his office is in Merritt Island, FL. Cambridge Investment Research Advisors, Inc. is an investment advisory firm that provides a wide range of financial services, including financial planning, portfolio management, and educational seminars. David Gamblin also has experience with Morgan Stanley and Citigroup Global Markets Inc.

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

Concord, NC

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

David Bradley Nifong is a financial advisor with Cambridge Investment Research Advisors, Inc. in Concord, NC. David has over 23 years of experience in the financial services industry. David is also an owner of Focus Wealth Planning, a registered investment advisor firm in Concord, NC. David has been with Cambridge Investment Research Advisors, Inc. since May 2024. Prior to that, David was with LPL Financial LLC and Wells Fargo Advisors, LLC. David holds the Series 66 and Series 7 licenses. David is registered to provide investment advice in Florida, North Carolina and South Carolina.

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

Luverne, MN

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

David Riphagen is a financial advisor who has been in the industry since 2014. David is registered with Cambridge Investment Research Advisors, Inc. and is licensed to provide financial advice in several states, including Minnesota and Texas. David has experience in insurance and holds several leadership positions within the community. David is committed to providing personalized financial advice to help clients reach 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

GWN Securities Inc.

location

PALM BEACH GARDENS, FL

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

David Selenko is a financial professional with over 20 years of experience in the financial services industry. David is currently registered with GWN Securities Inc., a firm that provides financial planning, market timing services, and portfolio management services for individuals. David has previously been affiliated with MML Investors Services, LLC., MSI Financial Services, Inc., Morgan Stanley, Ameriprise Financial Services, Inc., Banc of America Investment Services, Inc., UST Securities Corp., Wachovia Securities, LLC, and Prudential Securities Incorporated. David is committed to helping clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc. | CFC ® (Certifications)

location

Schaumburg, IL

experience

36 Years Experience

0 Disclosures

ADVISOR BIO

David Nicholson is a financial advisor with over 30 years of experience in the industry. David is currently registered with Cambridge Investment Research Advisors, Inc. in Illinois and Texas, where he provides financial planning, portfolio management, and other advisory services to individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and state or municipal government entities. David has a background in various financial institutions including Tower Square Securities, Inc., Advantage Capital Corporation, Dreher & Associates, Inc., USLIFE Equity Sales Corp., John Hancock Distributors, Inc., John Hancock Mutual Life Insurance Company, Mutual Service Corporation, Equico Securities, Inc., and The Equitable Life Assurance Society of the United States.

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

Shorebird Capital Management

location

ELLICOTT CITY, MD

0 Disclosures

ADVISOR BIO

David Randall Crocetti is a financial advisor at Shorebird Capital Management, a registered investment advisor headquartered in Ellicott City, MD. David has been in the financial services industry since 1993. David is registered with the state of Maryland. David's specializations include Portfolio Management for Individuals and Market Timing Services. David previously worked with Maxim Group LLC, Ferris, Baker Watts Incorporated, Dean Witter Reynolds Inc., Charles Schwab & Co., Inc., and Chapin, Davis.

SPECIALIZATIONS

Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc. | CFP ® (Certifications)

location

Chicago, IL

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

David Cohn is a financial advisor who has been in the industry since March 9, 2010. David is currently registered with Cambridge Investment Research Advisors, Inc. and has been with them since November 4, 2019. Prior to that, David was employed by Infinex Investments, Inc., Raymond James Financial Services, Inc., Dain Rauscher Incorporated, CIBC Oppenheimer Corp., and PaineWebber Incorporated. David has passed the Series 3, 7, 24, 63, and 66 exams and holds the Certified Financial Planner designation. David's specializations include financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, 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

Marietta, GA

experience

20 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

David Paul Feldstein is an investment advisor representative with Cambridge Investment Research Advisors, Inc., a firm that has been in business for over 40 years. David has been in the financial industry for over 18 years and holds licenses in multiple states. David has a strong commitment to providing personalized financial advice and guidance to help clients reach their financial goals. David has experience working with a variety of clients, including high-net-worth individuals, families, and businesses. David is dedicated to building strong relationships with clients and helping them make informed financial decisions. David is also a member of the School Governance Council and is the owner of VITA Financial.

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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