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Blaine H
Series 66
Cedar Park, TX
Cambridge Investment Research Advisors
Blaine Harriman is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and two years of industry experience. Prior to his current role, he worked at Dell Technologies and Texas A&M University. Harriman is involved in an outside business activity through Harriman Financial. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates with thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.
John D
Series 63, Series 65
Cedar Park, TX
Cambridge Investment Research Advisors
John Dolliver is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2016. Outside of his advisory role, Dolliver is involved in family business ventures as a limited partner in Dodie Farms, LTD and Jonelken Ventures, Ltd, which own family farm and mineral interests. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates a multi-billion dollar asset base through thousands of financial professionals and offers both discretionary and non-discretionary management across multiple platforms, including proprietary model strategies under the Founders Gate Capital brand.
Cameron G
Series 66
Cedar Park, TX
Cambridge Investment Research Advisors
Cameron Gregory is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and one year of industry experience. Prior to joining Cambridge, he worked at Dell Technologies and was involved with Winkthreads LLC. His outside activities include acting as an insurance and benefits agent. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms and a network of thousands of financial professionals.
Shane A
Series 65, Series 63
Cedar Park, TX
Cambridge Investment Research Advisors
Shane Allen is a financial advisor with Cambridge Investment Research Advisors who holds Series 65 and Series 63 licenses and has 10 years of industry experience. He has worked with Cambridge Investment Research and related firms since 2017. Outside of his advisory role, he is also a licensed realtor and serves as a pastor at Crossroads Assembly of God. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and provides access to multiple platforms, proprietary model strategies, and third-party sub-advisors.
Daniel H
Series 63, Series 65
Cedar Park, TX
Cambridge Investment Research Advisors
Daniel Harriman is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked with Cambridge since 2014 and previously with Capital Choice Investment Advisers from 2008 to 2014. Outside of advisory work, Harriman is involved in financial software design as president of MoneyEdge Inc., and leads Harriman Financial Network Inc. Cambridge Investment Research Advisors serves a diverse client base, including individual, pension, and charitable organization clients, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of Financial Professionals managing a multi-billion dollar asset base, offering access to multiple platforms, third-party advisers, and proprietary model strategies under the Founders Gate Capital brand.
John S
Series 63, Series 66
Cedar Park, TX
Cambridge Investment Research Advisors
John Spano is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 66 registrations and has 25 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2015. Outside of his advisory role, he works as an independent insurance agent and operates his own financial services firm, Spano Financial, LLC, in Cedar Park, TX. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary account management through multiple platforms and provides access to third-party advisers and proprietary model strategies.
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