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Todd I
Series 66
Cincinnati, OH
Cambridge Investment Research Advisors
Todd Ille is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Edward Jones, Cabot Lodge Securities, Premium 72 Capital, and Dempsey Lord Smith, LLC. He is also involved with Hyde Park Insurance Partners, LLC, and Hyde Park Wealth Advisors LLC in Cincinnati, Ohio. Cambridge Investment Research Advisors serves a diverse client base including individual, institutional, pension, and charitable organization clients by providing financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and offers a range of platforms and model strategies, including those under the Founders Gate Capital brand.
Coleman G
Series 63
Cincinnati, OH
Cambridge Investment Research Advisors
Coleman Goldsmith is a financial advisor with Cambridge Investment Research Advisors in Cincinnati, OH, holding a Series 63 license and 33 years of industry experience. His prior roles include positions at Citigroup Global Markets, Raymond James & Associates, and multiple wealth management and securities firms. Outside of advisory roles, he is involved in selling long-term care insurance policies. Cambridge Investment Research Advisors serves a diverse client base, including individuals and institutional clients such as pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and provides access to third-party advisers and proprietary model strategies.
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