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Ronald P

Series 63, Series 65

Austin, TX

Cambridge Investment Research Advisors

Ronald Pinckard is a financial advisor with Cambridge Investment Research Advisors in Austin, TX, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at Cambridge Investment Research Advisors since 2022 and previously served at related Cambridge entities starting in 2021. Outside of his advisory role, he has been involved with Boyd Independent School District since 2019. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent financial professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

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

Austin, TX

Cambridge Investment Research Advisors

Ronald Pinckard is a financial advisor at Cambridge Investment Research Advisors with 53 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research since 2016 and has been self-employed since 1980. Outside of advisory work, he serves as CEO of Innet Financial Group Inc., an independent insurance agency. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing proprietary and third-party strategies across multiple platform arrangements.

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

Series 63

Austin, TX

Cambridge Investment Research Advisors

Casey Pinckard is a financial advisor with Cambridge Investment Research Advisors in Austin, TX, holding the Series 63 designation and bringing 40 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research since 2016. Additionally, he is involved as an independent insurance agent selling fixed insurance products and is a partner in a marketing group at RDM Advisor Network LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, utilizing multiple custody platforms, proprietary and third-party model strategies, and both discretionary and non-discretionary investment approaches.

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