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Jackson H
Series 63, Series 65
Acton, MA
Cambridge Investment Research Advisors
Jackson Harrigan is a financial advisor with Cambridge Investment Research Advisors in Acton, MA. He holds the Series 63 and Series 65 designations and has one year of industry experience. Prior to joining Cambridge, he worked at the University of Massachusetts Amherst and Bryant University. Harrigan is also associated with Bluebird Private Wealth LLC as an Investment Advisor Representative. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals and provides a range of portfolio management options across multiple platform arrangements.
Mark P
Series 66
Acton, MA
Cambridge Investment Research Advisors
Mark Pelletier is a financial advisor at Cambridge Investment Research Advisors with 26 years of industry experience. He holds the Series 66 designation and has been with Cambridge since 2011, previously working at Ameriprise. Outside of his advisory role, Pelletier is active as an independent insurance agent and serves as a referee in athletics. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement services through a network of independent professionals, utilizing a variety of portfolio management strategies and custody platforms tailored to client needs.
Kevin L
Series 63, Series 65
Acton, MA
Cambridge Investment Research Advisors
Kevin Losty is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 26 years of industry experience, including prior roles at Commonwealth Financial Network, Mass Mutual Investors Services, and Ohanesian / Lecours, Inc. He also operates Losty Wealth Management, where he serves as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services through independent Financial Professionals, utilizing multiple custody platforms and both discretionary and non-discretionary strategies tailored to client objectives.
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