Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
25 years
Location
Springfield, OH 45504
Cambridge Investment Research Advisors
Institution
Pamela Campbell is a financial advisor with Cambridge Investment Research Advisors and holds a Series 65 license. She has 25 years of experience in the industry, including 15 years with Cambridge Investment Research Advisors. Outside of her advisory role, she operates a children’s boutique and has worked as a substitute teacher. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management and provides access to multiple platforms, third-party advisers, and proprietary model strategies.
Based on Cambridge Investment Research Advisors
Based on Cambridge Investment Research Advisors
Flat fees for financial planning services, financial wellness, setup fees up to 1% of assets or $1,000, not exceeding combined 3% with advisory fees.
$0 - $100,000: 1.50% $100,000 - $250,000: 1.25% $250,000+: 1.00%
Commissions earned by Financial Professionals acting as Registered Representatives of Cambridge on securities transactions and insurance sales.
Hourly fees generally not to exceed $500/hour for financial planning and consulting services.
Account minimum: $25,000 Minimum fee: For WealthPort CAAP and UMA programs: $250 annual minimum program fee per account. Fee-only: Financial Planning Flat fees generally up to $25,000, hourly fees generally up to $500/hour, Asset Based Fee for consulting.
Springfield, OH West 1st St.
1427 West 1st St.
Springfield OH 45504
Advisors at this office
2
Ohio
25 years of industry experience
Cambridge Investment Research Advisors
2011 - Present • 15 years
Fairfield, IA
Cambridge Investment Research, Inc.
2011 - Present • 15 years
Fairfield, IA
Mane St. Hair Designers
1991 - Present • 35 years
New Carlisle, OH
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Series 63, Series 65
Beavercreek, OH
Spicer Wealth Management
Bryon Spicer is a financial advisor with Truvestments Capital LLC and holds Series 63 and Series 65 designations. He has 28 years of industry experience, including prior roles at Luminist Capital, LLC, and operating his own firms, Spicer Wealth Management and Spicer Financial Services, where he provides services such as tax preparation and insurance. Truvestments Capital LLC serves a diverse client base including individuals, trusts, private funds, and charitable organizations, offering asset management, financial planning, and sub-advisory services. The firm integrates fundamental, technical, and cyclical analysis in portfolio construction and acts as investment manager to a private fund focused on long-term Bitcoin holdings.
ChFC®
Fairborn, OH
Financial Legacy Builders
Steven Crane is a ChFC® credentialed financial advisor with one year of industry experience, currently operating as the sole advisor at Financial Legacy Builders in Fairborn, Ohio. He has a diverse professional background that includes strategic consulting, founding a medical services company supporting military veterans, authoring and public speaking, and leading a nonprofit focused on veteran mentorship. Additionally, he is involved in several ventures related to veteran networking, wellness coaching, and organizational training. Financial Legacy Builders is an independent, single-advisor registered investment adviser providing wealth management and financial planning services to individuals and high-net-worth clients. The firm utilizes a discretionary portfolio management approach combining passive and active strategies tailored to client goals, offering services that include socially responsible investing and estate-planning coordination through third-party professionals.
Series 65
Beavercreek, OH
Safe Harbor Wealth Management, LLC
Kevin Bish is a financial advisor at Safe Harbor Wealth Management, LLC in Dublin, Ohio, holding a Series 65 credential with one year of industry experience. He has served in the United States Air Force at the National Air & Space Intelligence Center since 1989, currently working as a Chief Engineer in military intelligence. Safe Harbor Wealth Management provides investment advice and financial planning to individuals, trusts, estates, retirement plans, charitable organizations, and small businesses. The firm manages approximately $25.7 million in client assets and primarily uses model portfolios and third-party money managers to implement client strategies.
Series 65
New Carlisle, OH
Inception Financial Services
Timothy Adams is a Series 65-licensed advisor with five years of industry experience, currently with Inception Financial Services since 2024. He also provides accounting and bookkeeping services through Imagine 320 Inc., which he founded in 2006, and offers life, health, and annuity insurance products as an independent contractor. Prior to joining Inception Financial Services, he worked at Wealth Watch Advisor. Inception Financial Services offers portfolio management and investment advisory services to individuals, high-net-worth clients, and certain business entities, focusing on non-discretionary account management. The firm employs a variety of strategies including long-term trading, tactical and strategic asset allocation, and use of mutual funds, ETFs, and options, with assets custodied through specified providers.
Series 63, Series 65
Springfield, OH
TAVCO Financial Advisory, Inc
Thomas Tavenner is a financial advisor at Tavco Financial Advisory, Inc. with 12 years of industry experience. He has been with Tavco since 2017 and is also involved with The Tavenner Agency and The Tavenner Company. Outside of his advisory work, he serves as an insurance agent selling fixed life, annuities, and long-term care products. Tavco Financial Advisory, Inc. serves individual clients, including high-net-worth individuals, and retirement plans by recommending and monitoring third-party money managers and providing ERISA plan services. The firm primarily manages assets on a non-discretionary basis and utilizes fundamental analysis, often recommending mutual funds and specialized equity strategies through third-party platforms.
CFP®, Series 66, Series 65
Fairborn, OH
Equita Financial Network, Inc.
Shehara Wooten is a CFP® professional with 22 years of industry experience, currently serving at Equita Financial Network, Inc. since 2024. She previously worked at Your Story Financial, LLC and Your Story Financial Academy, LLC, where she owns and operates a financial empowerment and education business offering workshops and online courses. Equita Financial Network, Inc. serves individual and high-net-worth clients with comprehensive financial planning and investment management, employing a market-efficient and strategic asset allocation approach tailored to client-specific investment policies.
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