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Jeffrey P

ChFC®, Series 63, Series 65

Concord, NH

Cambridge Investment Research Advisors

Jeffrey Parsons is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation and Series 63 and 65 licenses, with 38 years of industry experience. He has worked previously at LPL Financial and Invest Financial Corporation. Parsons also operates as an independent insurance agent through Parsons Financial Associates, Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, providing access to proprietary models and third-party strategies tailored to client objectives.

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

Series 63, Series 65

Concord, NH

Cambridge Investment Research Advisors

Anne Murray is a financial advisor with Cambridge Investment Research Advisors in Concord, NH, holding Series 63 and Series 65 credentials and 31 years of industry experience. Her prior roles include positions at LPL Financial and Invest Financial Corporation. She serves as a board member and volunteer for the Make-A-Wish Foundation of New Hampshire. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, employing both proprietary and third-party investment strategies across multiple platform arrangements.

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

Series 63, Series 65

Concord, NH

Cambridge Investment Research Advisors

Abigail Hickey is a financial advisor with Cambridge Investment Research Advisors in Concord, NH, holding Series 63 and Series 65 licenses and 12 years of industry experience. Her prior roles include positions at LPL Financial, INVEST Financial Corporation, and John Hancock. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm provides both proprietary and third-party investment strategies across multiple platforms with tailored discretionary and non-discretionary approaches.

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