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Melvin M

Series 66

Addison, TX

Cambridge Investment Research Advisors

Melvin Mcelroy is a financial advisor at Cambridge Investment Research Advisors with 18 years of industry experience. He holds the Series 66 designation and has been with Cambridge since 2010. In addition to his advisory role, he serves as president of McElroy and Company PC, an accounting firm he has led since 1992, and is the owner of Vexus Studios LLC. 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, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals using a range of portfolio management strategies and platform arrangements.

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