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Ann P

Series 66

Columbia, SC

Cambridge Investment Research Advisors

Ann Pauley is a financial advisor with Cambridge Investment Research Advisors in Columbia, South Carolina, holding a Series 66 designation and 25 years of industry experience. She has been affiliated with Cambridge Investment Research Advisors and Cambridge Investment Research Inc. since 2012. Outside of her advisory role, she is the owner of Sixth Stone, a non-investment-related business, and serves as a vestry member at the Anglican Cathedral Church of the Epiphany. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, and retirement plan advisory services to a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of investment solutions through independent professionals, utilizing proprietary models and third-party strategies with both discretionary and non-discretionary management.

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