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

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

location

Woodstock, GA

experience

42 Years Experience

0 Disclosures

ADVISOR BIO

Theodore Richard Arch is a financial advisor with over 30 years of experience in the industry. Theodore is currently registered with Cambridge Investment Research Advisors, Inc. in Georgia and Texas. Before joining Cambridge, Theodore was registered with FSC Securities Corporation in Georgia, Park Avenue Securities LLC in New York, Guardian Investor Services Corporation in New York, Ogilvie & Taylor Securities Corporation in Illinois and W. S. Griffith & Co., Inc.. Theodore is a Certified Financial Planner® professional. Theodore is also a registered representative of Cambridge Investment Research, Inc. and provides advisory services to individuals, families, and businesses. Theodore has a strong track record of helping 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

Sewickley, PA

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Theresa Hutchinson is a registered representative with Cambridge Investment Research Advisors, Inc. Theresa is a licensed financial advisor with a focus on providing financial planning and investment services. Theresa has been in the industry since 1992 and has a wide range of experience in providing financial advice to individuals and families. Theresa is also a registered investment advisor representative in Pennsylvania and Texas. Theresa provides investment management, financial planning, and other advisory services to individuals, high net worth individuals, families, pension plans, and charitable organizations. Theresa can help you with a variety of financial planning needs, including retirement planning, college savings, estate planning, and insurance planning. Theresa is also available to provide investment management services, including portfolio management, asset allocation, and investment research.

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

Reston, VA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Theresa White is a registered representative with Cambridge Investment Research Advisors, Inc.. Theresa has been in the financial industry since October 30, 2012. Theresa is licensed to sell securities in 16 states and is also a registered investment advisor in Texas and Virginia. Theresa has passed the Series 6, Series 63 and Series 65 exams.

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

HAYDEN, ID

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Theresa Zimmerman is a financial advisor with Centaurus Financial, Inc. Theresa has been in the industry since 2017 and is registered in Arizona, California, Idaho, Nevada, Texas, and Washington. Theresa specializes in providing financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Theresa holds Series 66, Series 7, and SIE licenses.

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

Cumberland Advisors

location

VINELAND, NJ

0 Disclosures

ADVISOR BIO

Therese Pantalione is a registered Investment Advisor Representative with Cumberland Advisors. Therese has been in the industry since 1998 and has been actively registered with the state of New Jersey since August 2002. Therese has her Series 65 license and has worked for Cumberland Advisors since February 1998. Cumberland Advisors is a firm based in Sarasota, Florida that manages approximately $3,348,228,828 in assets.

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. | CFP ® (Certifications)

location

DAVENPORT, IA

experience

39 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Mueller is a financial advisor with over 35 years of experience. Thomas is currently registered with Cambridge Investment Research Advisors, Inc. and has been with the firm since January 2025. Thomas is a Certified Financial Planner™ and specializes in financial planning, portfolio management, and insurance. Thomas has a strong background in working with individuals and families, as well as businesses and non-profit organizations.

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

34 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Lee Herrmann is a financial professional with over 30 years of experience in the industry. Thomas currently works at GWN Securities Inc. Previously Thomas worked at Money Concepts Capital Corp. , Metlife Securities Inc., Metropolitan Life Insurance Company, Security First Financial, Inc., and NML Equity Services, Inc.. Thomas is licensed to provide investment advice in Connecticut, Iowa, Minnesota, Nebraska, and South Dakota. Thomas is a Series 6, Series 63, and SIE licensed representative and focuses on providing financial planning, market timing services, selection of other advisers and portfolio management for individuals.

SPECIALIZATIONS

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

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

location

CINCINNATI, OH

experience

37 Years Experience

0 Disclosures

ADVISOR BIO

Thomas John Walsh is a financial advisor with over 30 years of experience in the financial services industry. He is registered with Cambridge Investment Research Advisors, Inc. and Duncan Financial Planning Advisors. Thomas holds a Series 7, 63, 65 and 24 and is a Chartered Financial Analyst. Thomas specializes in financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. He has experience working with high net worth individuals, charitable organizations, and pension and profit-sharing plans.

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

PEWAUKEE, WI

experience

38 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Edward Teister is a financial advisor at Cambridge Investment Research Advisors, Inc. in Pewaukee, WI. Thomas has been in the financial services industry for over 30 years, and has been registered with the Securities and Exchange Commission since 1986. Thomas offers a variety of financial services to individuals and families, including financial planning, investment management, and insurance. Thomas is also an independent insurance agent for various independent insurance companies. Thomas has a strong commitment to providing his clients with personalized service and helping them 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

EAST GREENWICH, RI

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Robert Manning is a registered investment advisor representative with Cambridge Investment Research Advisors, Inc. Thomas has been in the securities industry for over 20 years. Thomas has a Series 6, Series 62, Series 63, Series 65 and Series 26 license. Thomas has also passed the SIE exam. Thomas has held previous positions at Cantella & Co., Inc., Brecek & Young Advisors, Inc., Compass Securities Corporation and New England Securities. Thomas is registered in California, Florida, Massachusetts, New Hampshire, Rhode Island and Virginia.

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

Need help matching

with the right advisor?