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Portfolio Management for Investment Companies Advisors
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Cambridge Investment Research Advisors, Inc.

location

Battle Creek, MI

experience

22 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Peggy Girard is an investment advisor representative with Cambridge Investment Research Advisors, Inc., located in Battle Creek, Michigan. She has been in the securities industry since July 2003. Peggy Girard has passed the General Securities Representative Examination (Series 7), Securities Industry Essentials Examination (SIE), and the Uniform Combined State Law Examination (Series 66). Prior to joining Cambridge Investment Research Advisors, Inc., Peggy Girard was an investment advisor representative with RAYMOND JAMES & ASSOCIATES, INC. in BATTLE CREEK, Michigan.

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

Byron, GA

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Peggy Crane is a financial advisor with over 25 years of experience in the industry. Peggy is currently registered with Cambridge Investment Research Advisors, Inc. in Byron, GA. Peggy has experience in a variety of financial services, including financial planning, investment management, and retirement planning. Peggy has held previous roles at VALIC Financial Advisors, Inc., The Variable Annuity Marketing Company, and Nationwide Investment Services Corporation. Peggy is also a registered representative in Georgia.

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. | CFC ® (Certifications)

location

HIGHLAND, IL

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Peggy L. Elliott is a registered investment advisor representative with Cambridge Investment Research Advisors, Inc., based in Highland, Illinois. Peggy has been in the financial services industry since 1996 and holds several licenses, including the Series 6, Series 63, and Series 65 licenses. Peggy also has experience as an insurance agent and has held previous positions at MML Investors Services, Inc., and Franklin Financial Services Corporation.

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

Centaurus Financial, Inc.

location

ANAHEIM, CA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Perlita B. Martin-hebert is a financial professional with over 17 years of experience in the financial services industry. Perlita is currently registered with Centaurus Financial, Inc. and has been with the firm since May 2022. Perlita has also been a financial advisor with Pruco Securities, LLC and has a history of working with clients in Hawaii, Nevada, Oregon and Texas.

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. | CFC ® (Certifications)

location

Bellevue, WA

experience

40 Years Experience

0 Disclosures

ADVISOR BIO

Perry Lyle Smith is an investment advisor representative with Cambridge Investment Research Advisors, Inc. located in Bellevue, Washington. Perry has been in the industry since 1985. Perry Smith is also registered with the state of Washington. Perry holds the Series 63, Series 7, Series 24, SIE, and Series 99TO licenses. Perry is a Chartered Financial Consultant. Perry Smith is also an independent insurance agent, business consultant, and real estate broker. Perry is experienced in providing financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, portfolio management for businesses and 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

Andover, MA

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Peter James Morris is an investment advisor representative with Cambridge Investment Research Advisors, Inc. Peter is licensed to offer investment advice in Colorado, Massachusetts and New Hampshire. Peter is a Registered Representative and has been in the industry since 2009. Peter has been with Cambridge Investment Research Advisors, Inc. since February 2020. Prior to that, Peter worked for PARK AVENUE SECURITIES LLC.

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

Laguna Niguel, CA

0 Disclosures

ADVISOR BIO

Peter Eric Philipp is a financial advisor with over 20 years of experience in the industry. Peter is registered with Cambridge Investment Research Advisors, Inc. in California and Texas. Peter is also a licensed insurance agent selling various insurance products. Peter has been with Cambridge Investment Research Advisors, Inc. since 2001 and has experience working as an instructor teaching investment courses at UC Berkeley and as a publisher for The Essential Library. Peter is dedicated to providing personalized financial advice and investment services to individuals, families, 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. | CFP ® (Certifications)

location

Newtown, PA

0 Disclosures

ADVISOR BIO

Peter Louis Inverso is a financial advisor with Cambridge Investment Research Advisors, Inc. Peter is registered to provide investment advice in Pennsylvania and New Jersey. Peter has been in the financial services industry since 1986 and has a Series 6 license. Peter is a Certified Financial Planner and specializes in providing financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, portfolio management for businesses and portfolio management for individuals. Peter has experience with both high-net-worth individuals and individuals other than high-net-worth. Peter is registered to provide investment advice in Pennsylvania and New Jersey. Peter was previously registered with Nathan & Lewis Securities, Inc. and Commonwealth Equity Services, 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

Preston Wealth Advisors, LLC

location

RESTON, VA

0 Disclosures

ADVISOR BIO

Peter Baker is a registered investment advisor representative with Preston Wealth Advisors, LLC and Catoctin Wealth Management LLC. Peter has been in the industry since 2006. Peter is a Series 66 and Series 7 licensed professional. The firms focus on providing financial planning services. Peter is also a member of the Ruritans of Lucketts, a community aid group.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Market Timing Services
Unclaimed

GWN Securities Inc.

location

NORWALK, CT

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Peter Ruga Gentile is a financial advisor at GWN Securities Inc. Peter has been in the financial services industry since 1998. Peter's current registrations include Connecticut and New York for both Broker-dealer and Investment Advisor. Peter has previously worked at National Securities Corporation and Prime Capital Services, Inc., both in Norwalk, CT. Peter has passed exams for Series 6, Series 63, Series 65, and SIE. In addition to his work at GWN Securities Inc, Peter also provides tax preparation services.

SPECIALIZATIONS

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

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