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Kenneth C
Series 63, Series 65
Charlotte, NC
Cambridge Investment Research Advisors
Kenneth Cullipher is a financial advisor with Cambridge Investment Research Advisors in Charlotte, NC, holding Series 63 and Series 65 credentials and possessing 51 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2020 and previously spent seven years at Cetera Advisor Networks LLC. He is also the owner of Kapital Accumulation Concepts, an independent insurance agency. Cambridge Investment Research Advisors serves a wide range of 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 through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.
Amy W
Series 65
Charlotte, NC
Cambridge Investment Research Advisors
Amy Wlodyka is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience and holds a Series 65 designation. She is also co-owner of ANW 4 LLC, which provides administrative services and referee assignments for local soccer organizations. Outside of finance, she has been involved with the Charlotte Soccer Academy and Wingate International Soccer Academy for over 18 years. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.
James E
Series 65
Charlotte, NC
Cambridge Investment Research Advisors
James Ellison is a financial advisor with Cambridge Investment Research Advisors, holding a Series 65 designation and four years of industry experience. He has worked at Cambridge since 2022 and has prior experience with Anthony & Sylvan and S&L Windows & Doors. Ellison is also president of JLT Associates LLC, an independent advisory practice. Cambridge Investment Research Advisors serves a diverse client base that includes individual investors, pension funds, and charitable organizations. The firm offers financial planning, investment management, and retirement-plan advisory services through a wide network of financial professionals and multiple platform options.
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