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Portfolio Management for Investment Companies Advisors
5,918 Results
Unclaimed

Cumberland Advisors

0 Disclosures

ADVISOR BIO

Austin Michael Hackenberg is an Investment Advisor Representative associated with Cumberland Advisors. Austin has been working in the financial services industry since July 2022. Austin holds a Series 65 license. Austin has prior experience with US Bank and has held a role as a self-employed individual. Cumberland Advisors provides investment management services to individuals, corporations, pension plans, government entities, and investment companies.

SPECIALIZATIONS

Pension Consulting Services
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING SERVICES FOR GOVERNMENTAL CLIENTS
Portfolio Management for Pooled Investment Vehicles
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc.

0 Disclosures

ADVISOR BIO

Austin Waag is a financial advisor at Cambridge Investment Research Advisors, Inc. Austin joined the firm in March 2024 and holds a Series 65 license. Austin has a background in science and research, having worked for the National Park Service and the U.S. Geological Survey. Austin holds a Bachelor of Science degree from Ohio University.

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

Taylorsville, UT

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Austin Prescott Farnsworth is a registered representative with Cambridge Investment Research Advisors, Inc. Austin has been in the financial industry for over two years and holds Series 63, 65, 7TO, and SIE licenses. Austin has provided financial advice and investment services to individuals, businesses, and charitable organizations. Austin is also a licensed insurance agent for various independent insurance agencies. Austin is committed to providing personalized financial advice and investment strategies 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

Corient | CFP ® (Certifications)

location

ITASCA, IL

0 Disclosures

ADVISOR BIO

Austin McDonnell is an Investment Advisor Representative at Corient. Austin is a Certified Financial Plannerâ„¢ and has been in the financial services industry for over 18 years. Austin earned a Series 65 license in October 2021. Austin has previous experience at Balasa Dinverno Foltz LLC, Northwestern Mutual and Sound Design Incorporated. Austin is a volunteer financial mentor at 3rd Decade, providing pro bono financial planning advice to participants. Austin is registered to provide investment advisory services in Illinois.

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

Towson, MD

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Austin Thomas Smith is a financial advisor with over 10 years of experience in the financial services industry. Austin Smith currently works for Cambridge Investment Research Advisors, Inc. and is registered with the state of Maryland. Austin Smith offers a variety of financial services, including financial planning, portfolio management, and educational seminars.

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

Centaurus Financial, Inc.

location

ANAHEIM, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Austin Terrell is an active investment advisor representative at Centaurus Financial, Inc. based in Anaheim, California. Austin has been in the industry for over a year, holding Series 66, Series 7TO, and SIE licenses. Austin has experience working with individuals, corporations, and high-net-worth clients. Austin also has a strong background in law, business planning and management.

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

Fairfield, IA

0 Disclosures

ADVISOR BIO

Avangeline Subsin is a financial advisor with Cambridge Investment Research Advisors, Inc. and Bridgeport Financial Solutions, both located in Fairfield, Iowa. Avangeline is an active Registered Representative and Investment Advisor Representative in Iowa. Avangeline has been in the securities industry since January 2017. Avangeline's experience includes working at Cambridge Investment Research, Inc., Thimbleberry Financial and Kohl's. Avangeline has passed several industry exams including the Uniform Combined State Law Examination, the General Securities Principal Examination, the Municipal Securities Representative Examination, the Securities Industry Essentials Examination, and the General Securities Representative Examination. Avangeline also has a specialization in investment services, offering investment advice, financial planning and retirement planning.

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

DENVER, CO

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Avanti Deon is a financial advisor with Corient, located in Denver, CO. Avanti has been working in the financial industry since May 2017. Avanti holds the Series 66, Series 7 and SIE licenses. Avanti is registered in 31 states and the District of Columbia for both securities and investment advisory services. Corient is a registered investment advisor with a strong focus on investment management, financial planning, and pension consulting. The firm serves a diverse clientele, including high-net-worth individuals, corporations, and charitable organizations.

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

Harleysville, PA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Avery Alan Sanson is a financial advisor with Cambridge Investment Research Advisors, Inc., with over 4 years of experience in the financial industry. Avery Alan Sanson is a registered representative and investment advisor representative in Pennsylvania and Texas. Avery Alan Sanson is also registered as an investment advisor representative in Florida, Indiana, Michigan, New Jersey, New York, Virginia and West Virginia. Avery Alan Sanson holds Series 7TO, Series 66 and SIE licenses. Avery Alan Sanson offers a variety of financial services, including financial planning, portfolio management for individuals and businesses, pension consulting and educational seminars. Avery Alan Sanson is committed to providing clients with personalized financial advice and guidance.

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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