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Cameron C

Series 66

Charlotte, NC

Cambridge Investment Research Advisors

Cameron Chapman is a financial advisor with Cambridge Investment Research Advisors in Charlotte, NC, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Cambridge Investment Research, Inc. and WealthGuard Insurance Services, LLC, where he is also an independent insurance agent. 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 through a large network of financial professionals and multiple platform options.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Brian C

Series 63, Series 65

Charlotte, NC

Cambridge Investment Research Advisors

Brian Chapman is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 licenses and has 35 years of industry experience. His prior work includes roles at Lincoln Financial Securities and Cetera Wealth Services, among others. He is also the owner of Wealth Plan Financial Group, LLC, and WealthGuard Insurance Services, LLC, both based in Charlotte, NC. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides access to proprietary model strategies as well as unaffiliated third-party advisers across various platforms.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Carl M

Series 63, Series 65

Charlotte, NC

Cambridge Investment Research Advisors

Carl Myers is a financial advisor at Cambridge Investment Research Advisors with 30 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Lincoln Financial Securities Corporation and MSI Financial Services, Inc. Myers is also involved in a separate real estate business and serves as an insurance agent through WealthPlan Financial Group. 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 manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management across multiple platforms, including proprietary model strategies under the Founders Gate Capital brand.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Lesley W

Series 63, Series 65

Charlotte, NC

Cambridge Investment Research Advisors

Lesley Wilson is a financial advisor at Cambridge Investment Research Advisors with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Lincoln Financial Securities Corporation and Osaic FS, Inc. Wilson is also involved with Wilson Financial Group LLC and WealthPlan Financial Group as an agent. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management and provides access to proprietary model strategies and third-party advisers.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Carl E

ChFC®, Series 63, Series 66

Charlotte, NC

Cambridge Investment Research Advisors

Carl Edwards Jr. is a financial advisor with Cambridge Investment Research Advisors and holds the ChFC® designation along with Series 63 and Series 66 licenses. He has 18 years of industry experience, previously working with Lincoln Financial Securities and Calton & Associates, Inc., among other firms. Outside of his advisory role, he serves as Secretary for the Under the Fig Tree Foundation, Inc. Cambridge Investment Research Advisors, Inc. serves a diverse client base of individuals and institutions, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs across multiple platforms. The firm offers discretionary and non-discretionary management, access to unaffiliated third-party advisers, and proprietary model strategies under the Founders Gate Capital brand.

Annuities Retirement plans for business owners (SEP, solo 401k)
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