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Austin B

Series 66

Bellville, OH

Cambridge Investment Research Advisors

Austin Boyd is a financial advisor with Cambridge Investment Research Advisors in Bellville, OH, holding a Series 66 designation and six years of industry experience. Prior to joining Cambridge in 2024, he worked at Morgan Stanley from 2018 to 2023 and had roles at JP Morgan Securities LLC and Western and Southern Life in 2017. Outside of his advisory work, Boyd is involved with ESB Wealth and Investments, where he holds ownership and marketing responsibilities. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent financial professionals, employing a range of portfolio management strategies and multiple platform arrangements.

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

Series 66

Bellville, OH

Cambridge Investment Research Advisors

Adam Beveridge is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Invicta Capital, TRUSTMONT FINANCIAL GROUP, ESB Wealth Management, NeoVenture, and his own firm, E.S. Beveridge & Associates. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a broad network of independent professionals and employs a variety of portfolio management 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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