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Stephen Russell Story

Advisor at Cambridge Investment Research Advisors — Douglas, GA

Updated today

Credentials

Series 63, Series 65

Experience

34 years

Location

Douglas, GA 31533

Cambridge Investment Research Advisors logo

Cambridge Investment Research Advisors

Institution

Total advisors

3,909

Across 2,195 offices

Clients per advisor

91 Typical

Avg AUM per client

$378,281 Low

HNW client ratio

13% Typical

About

Stephen Story is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His prior roles include positions at Cetera and Summit Financial Group, and he is also the owner of several businesses, including a fishing charter service and a rock and roll cover band in which he performs as guitarist and lead singer. Additionally, he serves on the board of the Coffee County Hospital Authority and supports an educational scholarship for high school seniors. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers a variety of investment strategies and platform options, combining proprietary models with access to third-party managers and supports specialized advisor business relationships, including attorneys and CPAs.

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

Douglas, GA

210 Ward St. E

Douglas GA 31533

Advisors at this office

1

Most active in

Georgia · Texas

Work history

34 years of industry experience

Cambridge Investment Research, Inc.

2026 - Present • 1 year

Fairfield, IA

Cambridge Investment Research Advisors, Inc.

2026 - Present • 1 year

Fairfield, IA

Fourth Element Farms, LLC

2026 - Present • 1 year

Douglas, GA

Cetera

2023 - 2026 • 3 years

Douglas, GA

Cetera Investment Advisers

2023 - 2026 • 3 years

Schaumburg, IL

Cetera Wealth Services, LLC

2019 - 2026 • 7 years

El Segundo, CA

Summit Financial Group Inc

2014 - 2021 • 7 years

Douglas, GA

Summit Brokerage services

2014 - 2019 • 5 years

Douglas, GA

Self Employed Insurance Sales Agent

2002 - Present • 24 years

Douglas, GA

Disclosures

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

Business activities & affiliations

user avatar

Robert H

PFS™, Series 65

Douglas, GA

Hurst Wealth Advisors, PC

Robert Hurst Jr. is the sole advisor at Hurst Wealth Advisors, P.C., an independent firm based in Douglas, GA. He holds the PFS™ designation and Series 65 license, with 17 years of industry experience. He has also operated Hurst Financial Advisors, PC since 1999 and is involved with Hurst & Hurst, CPA's, LLC, which he has been associated with since 1992. Hurst Wealth Advisors, P.C. provides fee-only, fiduciary wealth management and comprehensive financial planning services to individuals, entrepreneurs, corporate executives, trusts, estates, small businesses, and retirement plans. The firm emphasizes strategic asset allocation and disciplined rebalancing with low-cost, tax-efficient mutual funds, including institutional funds through Dimensional, and offers integrated tax and retirement-plan consulting alongside pension and institutional plan services.

Retirement income strategy Roth conversion strategy Tax-loss harvesting Concentrated stock management General estate planning guidance Founder/Business Owner Executive

Derek H

Series 66

Douglas, GA

Edward Jones

Derek Herlocker is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018. Prior to his current role, he worked with Young Living and served at First Baptist Church Homerville. He has also participated as a guest preacher at First Baptist Church Broxton and is a partner in a local farming venture. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner Intergenerational Families
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Diskin M

Series 63, Series 66

Douglas, GA

Ameriprise

Diskin Morgan Jr. is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials and bringing 41 years of industry experience. He has been with Ameriprise and its predecessor entities since 2005. Outside of his advisory role, he is a part-owner of a commercial property and a blueberry farming LLC in Georgia. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar

Matthew M

Series 66

Douglas, GA

Ameriprise

Matthew Mc Cullough is a financial advisor with Ameriprise, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliated entity since 2005. Outside of his advisory role, Mc Cullough serves on several local boards, including the Community Foundation of Coffee County and the Coffee County Board of Elections, and participates in personnel governance at his local church. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar

Jesus J

Series 63, Series 65

Douglas, GA

Ameriprise

Jesus Jimenez is a financial advisor at Ameriprise with one year of industry experience. He previously worked at Florida Financial Advisors DBA Georgia Financial Advisors and has operated an eBay e-commerce store involved in retail arbitrage. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written recommendations and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar

John T

Series 63, Series 66

Douglas, GA

Raymond James Financial

John Tuten is a financial advisor with Raymond James Financial in Douglas, GA, holding Series 63 and Series 66 designations and 22 years of industry experience. He previously worked at Cantella & Co., Inc. and Hannah Solar. He serves on the finance and investment committee of Douglas First Methodist Church and is a trustee and board member of the South Georgia State College Foundation. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm delivers tailored non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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