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Ginger Burdette Fargas

Advisor at Cambridge Investment Research Advisors — Coolidge, AZ

Updated today

Credentials

Series 63, Series 65

Experience

15 years

Location

Coolidge, AZ

Cambridge Investment Research Advisors logo

Cambridge Investment Research Advisors

Institution

Total advisors

3,919

Across 2,199 offices

Clients per advisor

91 Typical

Avg AUM per client

$378,281 Low

HNW client ratio

13% Typical

About

Ginger Fargas is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. Prior to joining Cambridge in 2023, she spent 13 years with Mass Mutual Investors Services and MassMutual Life Insurance Company. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement advisory services. The firm offers a range of investment strategies through independent Financial Professionals, utilizing proprietary and third-party models across various platform arrangements.

Client services

Based on Cambridge Investment Research Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Market timing

Expertise

Based on Cambridge Investment Research Advisors

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities

Occupation focus

Based on Cambridge Investment Research Advisors

Self-Employed

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Fee options

Fixed

For financial planning and consulting, flat fees generally do not exceed $25,000 but may be higher based on complexity; For WealthPort setup fee generally less than 1% of assets or $1,000

Percentage

$0 - $100,000: 1.50% $100,000 - $250,000: 1.25% $250,000+: 1.00%

Commissions

Financial Professionals acting as Registered Representatives receive commissions on securities and insurance sales

Project-based

Generally up to $500 per hour for financial planning and consulting services; up to $500 per hour for retirement plan advisory services

Subscriptions

Financial Wellness services paid by employer; flat or hourly fees per agreement

Other

Account minimum: $5,000 Minimum fee: Minimum WealthPort program fee of $250 annually for CAAP® and UMA accounts

Location

See office

Coolidge, AZ

Coolidge AZ

Advisors at this office

1

Most active in

Arizona · Oregon · Texas

Work history

15 years of industry experience

Cambridge Investment Research Advisors

2023 - Present • 3 years

Fairfield, IA

Cambridge Investment Research, Inc.

2023 - Present • 3 years

Fairfield, IA

Mass Mutual Investors Services

2010 - 2023 • 13 years

Wilsonville, OR

Massmutual Life Insurance Co

2010 - 2023 • 13 years

Wilsonville, OR

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Trevor B

CFP®, Series 66

Casa Grande, AZ

Root Financial Partners

Trevor Buggs is a CFP® certificant with four years of industry experience, currently serving as a financial advisor at Root Financial Partners. His prior experience includes roles at Bank of America and Merrill. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and select retirement plans. The firm emphasizes broadly diversified, passive investment strategies tailored to client objectives, risk tolerance, and tax considerations, and offers educational programming alongside its advisory services.

Long-term care insurance Charitable giving & philanthropy College savings (529s, UTMA, etc.) Retirement withdrawal strategies Founder/Business Owner Executive Mid-Career Professionals Established Professionals
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Joshua N

CFP®, Series 63, Series 65

Coolidge, AZ

J. W. Cole Advisors, Inc.

Joshua Nolan is a CFP® professional with three years of industry experience, currently serving as an advisor at J.W. Cole Advisors, Inc. Prior to his current role, he held positions at OneAmerica Securities, American United Life, and Axio Wealth Management. Outside of his advisory work, he is involved in managing accounting and payroll activities through a family-owned business entity. J.W. Cole Advisors operates a large network of independent Investment Adviser Representatives and provides fee-based portfolio management, financial planning, retirement plan services, and access to third-party manager platforms. The firm serves individuals, high-net-worth clients, and institutional accounts using a combination of fundamental and technical analysis alongside digital advice and multiple custodial platforms.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Retired Founder/Business Owner
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Vincent B

Series 63, Series 65

Florence, AZ

GWN Securities Inc.

Vincent Buccellato is a financial advisor with GWN Securities Inc. and holds Series 63 and Series 65 credentials. He has 17 years of industry experience and has previously worked with Transamerica Financial Advisors, Inc. and World Financial Group. Outside of his advisory role, Buccellato provides computer programming and training services focused on Geographic Information Systems and database technologies and has held IT leadership positions with Gila County and Greenlee County. GWN Securities offers investment advisory and related services to individual and corporate clients through various managed account programs and financial planning options. The firm utilizes a mix of affiliated and unaffiliated sub-advisers and noted for its use of market-timing and momentum-based strategies in select legacy programs.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Retirement withdrawal strategies Founder/Business Owner
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Benjamin K

Series 63, Series 66

Florence, AZ

Empower Advisory Group

Benjamin Kopf is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and one year of experience at Empower Advisory Group. Before joining Empower, he worked for nine years at Southern Glazer's Wine and Spirits. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Alexis S

Series 63, Series 66

Casa Grande, AZ

Fidelity

Alexis Searles is a financial advisor at Fidelity with Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Fidelity, Alexis worked at The Walt Disney Company for eleven years and has held positions at AAA Northern New England and Yankee Candle. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios that include mutual funds, ETFs, and ETPs. The firm also serves as a commodity pool operator and advisor to multiple registered investment companies and fund-of-funds.

Charitable giving & philanthropy Active portfolio management
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Chandra S

Series 63, Series 66

Casa Grande, AZ

J.P. Morgan Securities

Chandra Salinas is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various J.P. Morgan entities since 2013. Outside of her advisory role, she serves as Treasurer for the Casa Grande Food Bank, managing financial responsibilities and donations. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and investment manager searches through a non-discretionary program. The firm integrates institutional advisory operations with brokerage, distribution, and investment management capabilities.

Wealth management Executive Founder/Business Owner
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