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Michael K

Series 63, Series 65

Brentwood, TN

Cambridge Investment Research Advisors

Michael King is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and possessing 32 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and the affiliated Cambridge Investment Research, Inc. since 2003. Outside of his advisory role, he partners with Genesis College Funding Solutions to assist clients in finding financial aid and maintains a website focused on college aid strategies. 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 financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, utilizing multiple custodial platforms and both discretionary and non-discretionary investment strategies.

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

Series 66, Series 63

Brentwood, TN

Cambridge Investment Research Advisors

Hunter Berry is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Jackson National Life Distributors, LLC for four years. His background also includes roles in education and the automotive retail sector. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse range of clients, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning and investment management services delivered through a network of independent Financial Professionals, utilizing multiple custody platforms and proprietary as well as third-party strategies.

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

Series 66, Series 63

Brentwood, TN

Cambridge Investment Research Advisors

Zachary Pagano is a financial advisor with Cambridge Investment Research Advisors in Brentwood, TN, holding Series 66 and Series 63 licenses and four years of industry experience. His prior roles include positions at Cambridge Investment Research, Jackson National Life Distributors, and Residential Investment Advisors. Outside of his advisory work, he is involved in food and beverage service and acts as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm offers various portfolio management options and employs both proprietary and third-party strategies, with a range of custody arrangements and business features designed to support advisors and clients.

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

Series 63

Brentwood, TN

Cambridge Investment Research Advisors

Jonathan Pagano is a financial advisor with Cambridge Investment Research Advisors in Brentwood, TN, holding a Series 63 designation and 26 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and with Cambridge Investment Research, Inc. since 2003. Outside of his advisory role, he is active as a musician, playing piano and guitar. 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 financial planning, investment management, and retirement plan advisory services through independent financial professionals using a variety of portfolio management and platform solutions.

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