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Berrie C

Series 66

Columbia, TN

Cambridge Investment Research Advisors

Berrie Coble is a financial advisor at Cambridge Investment Research Advisors with 15 years of industry experience. He holds a Series 66 designation and has worked at Cambridge since 2019, following a prior role at FTB Advisors. Coble is an independent insurance agent and serves as a board member of Heritage Financial Corporation; he is also the owner of Bloom Financial Planning and acts as treasurer for the Julie C Heffington Judge 22nd Judicial District campaign. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing a variety of portfolio management strategies and custody arrangements tailored to client objectives.

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