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Portfolio Management for Investment Companies Advisors
5,918 Results
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Bethesda, MD

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Gary McPherson is a financial advisor with over 14 years of experience in the industry. He has held various roles at several firms, including Northwestern Mutual Investment Services, LLC and Securian Financial Services, Inc., before joining Cambridge Investment Research Advisors, Inc. Gary is registered to provide investment advice in 18 states, including Maryland, North Carolina, and Virginia. He specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Gary has a strong background in investments and is committed to providing personalized financial guidance to his clients.

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

Unlimited Timing Service Inc.

location

CREEDMOOR, NC

0 Disclosures

ADVISOR BIO

Gary Alan Balunas is an Investment Advisor Representative associated with Unlimited Timing Service Inc. Gary is a licensed professional in Florida, New York, and North Carolina. Gary has been a professional in the financial industry since 1978 and has a wide variety of experience and expertise. Gary is also registered as an insurance agent in Florida. Gary is also a Registered Investment Advisor.

SPECIALIZATIONS

Portfolio Management for Individuals
CONSULTATION ON AN HOURLY BASIS
Market Timing Services
Unclaimed

GWN Securities Inc.

location

PALM BEACH GARDENS, FL

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Gavin Merwin is an active investment advisor representative with GWN Securities Inc. Gavin has over 10 years of experience in the industry and has a Series 7, Series 63, and Series 66 securities license. He is registered with the state of Georgia and is affiliated with GWN Securities Inc. Gavin's primary office is located in Palm Beach Gardens, FL. Gavin Merwin specializes in providing investment advice to individuals, high-net-worth individuals, and corporations. Gavin Merwin's firm, GWN Securities Inc., offers a variety of investment advisory services, including financial planning, portfolio management, and market timing services.

SPECIALIZATIONS

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

GWN Securities Inc.

location

ALBANY, NY

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Gavin Heffernan is a registered investment advisor representative with GWN Securities Inc. Gavin has been in the industry since 2022. Gavin is licensed in Florida, Kentucky, New Hampshire and New York. Gavin specializes in providing financial planning, market timing services, selection of other advisors, and portfolio management for individuals. Gavin also holds Series 63, 65, 6TO, and SIE licenses.

SPECIALIZATIONS

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

Cambridge Investment Research Advisors, Inc.

location

Seattle, WA

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Gavin Douglas Chambers is a financial advisor who has been in the industry since March 11, 2003. Gavin is currently registered with Cambridge Investment Research Advisors, Inc. in Seattle, Washington. Gavin has experience with a number of firms including The O.N. Equity Sales Company, Principal Securities, Inc., and MML Investors Services, LLC. Gavin holds a number of licenses and certifications, including Series 6, Series 7, Series 24, Series 51, and Series 66. Gavin specializes in a number of areas, including 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

Lakewood, CO

experience

11 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Gavin Jones is a financial advisor with Cambridge Investment Research Advisors, Inc. in Lakewood, Colorado. Gavin Jones has been in the financial services industry since 2013. Gavin Jones has a Series 6, Series 63, Series 65 and SIE license.

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
location

SAUSALITO, CA

0 Disclosures

ADVISOR BIO

Gavin Beauregard is a registered investment advisor representative with Ai Funds. Gavin is a Series 65 licensed advisor and has been in the financial industry since 2014. Gavin's experience includes roles at ARGI Investment Services, Cerity Partners, and Indiana University. Gavin's practice offers market timing services and portfolio management for businesses.

SPECIALIZATIONS

Portfolio Management for Businesses
Market Timing Services
Unclaimed

Centaurus Financial, Inc.

location

ANAHEIM, CA

experience

46 Years Experience

disclosure

7 Disclosures

ADVISOR BIO

Gene Wilbur Williams is a financial advisor in Anaheim, CA, with over 40 years of experience in the financial industry. He has been with Centaurus Financial, Inc. since February 2019 and previously worked for Questar Capital Corporation and Walnut Street Securities, Inc. Gene is a Registered Representative and Investment Advisor Representative.

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
Publication of Financial Periodicals
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Cincinnati, OH

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Geoffrey Chad Ringle is a financial advisor with Cambridge Investment Research Advisors, Inc. located in Cincinnati, Ohio. Geoffrey Chad Ringle has been in the financial services industry since 2011. Prior to Cambridge Investment Research Advisors, Inc., Geoffrey Chad Ringle was with INVEST Financial Corporation, LPL Financial LLC, Money Concepts Capital Corp., and Fidelity Brokerage Services LLC. Geoffrey Chad Ringle is registered with FINRA as a Registered Representative and is also licensed as an Investment Advisor Representative in Ohio and Indiana.

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

Newtown, PA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Geoffrey Thompson is a registered representative with Cambridge Investment Research Advisors, Inc.. Geoffrey holds both Series 7 and Series 66 licenses, and has been in the industry since 2018. Geoffrey offers a range of financial services including financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, and market timing services. Geoffrey also offers other services including solicitation fees from 3rd party money managers.

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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