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Dustin P

Series 65, Series 63

Conroe, TX

Cambridge Investment Research Advisors

Dustin Perry is a financial advisor with Cambridge Investment Research Advisors and holds Series 65 and Series 63 credentials. He has experience working in insurance, benefits, and human resources through Hebert Financial and owns an agricultural business, Perry Cattle Company. Prior roles include positions with Carmichael Properties and the Lovelady Independent School District. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing multiple platform arrangements and both proprietary and third-party investment strategies.

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

Series 65, Series 63

Conroe, TX

Cambridge Investment Research Advisors

Andrew Mcalister is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 63 credentials and seven years of industry experience. Prior to joining Cambridge, he worked at Cetera Advisors and Questar Asset Management. He is also an independent insurance agent with Hebert Financial Services. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides diversified investment solutions and maintains proprietary and third-party strategies with a variety of custody and platform options.

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

Series 63, Series 65

Conroe, TX

Cambridge Investment Research Advisors

Lloyd Hebert is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His career includes roles at Cetera Advisors and Questar Asset Management, among others. Outside of his advisory work, he is involved in several business ventures including ownership in multiple real estate entities and serving as an instructor for adult financial education services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, and charitable organizations. The firm provides financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, offering both proprietary and third-party strategic options tailored to client objectives.

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