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Portfolio Management for Investment Companies Advisors
5,918 Results
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Orange, CA

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Tony Chang is a financial advisor with Cambridge Investment Research Advisors, Inc. with over 20 years of experience in the financial industry. Tony is also an independent insurance agent. Tony's office is located in Orange, California. Tony works with individuals and families providing financial planning services, pension consulting, educational seminars and market timing services. Tony also provides portfolio management services for individuals and businesses. Tony's prior registrations were with Investment Centers of America, Inc., Bancwest Investment Services, Inc., Chase Investment Services Corp., Wamu Investments, Inc., LPL Financial Corporation, Wells Fargo Investments, LLC and Wells Fargo Securities 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

FAIRFIELD, IA

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Tonya McCampbell is a financial professional with over 16 years of experience in the industry. Tonya is currently registered with Cambridge Investment Research Advisors, Inc., where Tonya provides financial planning, portfolio management, and other advisory services to individuals, businesses, and institutions. Tonya has a strong background in securities and investment products, having previously held positions at Broker Dealer Financial Services Corp., Nations Financial Group, Inc., and Edward Jones. Tonya is committed to providing her clients with personalized financial advice and guidance to help 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

GWN Securities Inc.

location

PALM BEACH GARDENS, FL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Trace Horevitz is a financial professional with experience in both the insurance and securities industries. Trace is registered with GWN Securities Inc. and holds multiple industry licenses, including the Series 7TO and Series 66. Trace is also registered with Florida as an Investment Advisor Representative. Trace has been in the financial industry for several years. Trace's specializations include investment advice, financial planning, and market timing services.

SPECIALIZATIONS

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

GWN Securities Inc.

location

PALM BEACH GARDENS, FL

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Tracey E Marz is a registered representative with GWN Securities Inc. Tracey has been in the securities industry since 2016. Tracey is licensed to sell securities in California, Florida, New Jersey, New York, Texas, Vermont, and Virginia. Tracey is also an investment advisor representative registered in New York. Tracey specializes in providing financial planning, market timing services, and selection of other advisors. Tracey is also involved in other business activities which may involve selling life insurance and annuities. Tracey has approximately 20 hours per month dedicated to Marz Tile, and 8 hours per month dedicated to Tracey E Marz Inc.

SPECIALIZATIONS

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

Cambridge Investment Research Advisors, Inc.

location

Wormleysburg, PA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Traci Ann Shughart has been active in the financial industry since June 2, 2002. Traci is currently registered as an investment advisor representative with Cambridge Investment Research Advisors, Inc. and is licensed in 53 states and the Virgin Islands. She is also a registered representative for the firm, licensed in Pennsylvania and Texas. Traci's areas of specialization include 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

Fairlead Strategies

location

GREENWICH, CT

0 Disclosures

ADVISOR BIO

Tracy Anne Townshend is an Investment Advisor Representative registered in 8 states. She is a registered representative of Fairlead Strategies, a firm based in Greenwich, CT. Tracy has been an investment advisor since 2019.

SPECIALIZATIONS

Educational Seminars & Workshops
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Market Timing Services
Publication of Financial Periodicals
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Pilot Grove, IA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Tracy Parks is a financial advisor in Pilot Grove, IA. Tracy has been in the financial industry since 2016 and is currently registered with Cambridge Investment Research Advisors, Inc. Tracy has a Series 66, SIE and Series 7 licenses. Tracy works with individuals, high-net-worth individuals, pension and profit-sharing plans, and state or municipal government entities.

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

Easton, MD

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Tracy Aaron is a financial advisor with over 25 years of experience. Currently, Tracy works as a registered representative for Cambridge Investment Research Advisors, Inc. in Easton, MD. Tracy's previous employers include GWN Securities Inc. and Lincoln Investment. Tracy's certifications include Series 6, 7, 26, 63, and 65. Tracy is also a licensed insurance agent for various independent insurance companies. Tracy provides financial planning, portfolio management, and educational seminars. Tracy serves individual and institutional clients including high-net-worth individuals, pension and profit-sharing plans, 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
Market Timing Services
Unclaimed

GWN Securities Inc. | CFP ® (Certifications)

location

PALM BEACH GARDENS, FL

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Tracy Melder is a financial advisor with over 25 years of experience in the industry. Tracy is a Certified Financial Planner and currently works with GWN Securities Inc. in Palm Beach Gardens, Florida. Tracy has previously worked with several other firms including Securities America, Inc., Brecek & Young Advisors, Inc., Legend Equities Corporation, ProEquities, Inc., Conseco Securities, Inc., and Conseco Financial Services, Inc. Tracy is registered as a broker-dealer in Colorado and Texas.

SPECIALIZATIONS

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

Cambridge Investment Research Advisors, Inc.

location

Clinton, IA

0 Disclosures

ADVISOR BIO

Travis Morehead is a registered investment advisor representative with Cambridge Investment Research Advisors, Inc. Travis is based in Clinton, IA and has been in the industry since 2017. Travis has a Series 65 license. Travis has been involved with several local organizations, including Candlelight Inn Restaurants, Zion Lutheran Church and Clinton Housing Authority. Cambridge Investment Research Advisors, Inc. is a national financial services firm that provides a variety of financial products and services to individuals and families. The firm specializes in financial planning, retirement planning, investment management, and insurance. Cambridge Investment Research Advisors, Inc. manages over $87 billion in assets.

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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