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Dustin P

Series 63, Series 65

Conroe, TX

Cambridge Investment Research Advisors

Dustin Perry is a financial advisor with Cambridge Investment Research Advisors in Conroe, TX. He holds Series 63 and Series 65 licenses and has experience in both the financial and agricultural sectors, including ownership of Perry Cattle Company. Prior to joining Cambridge, he worked in education and agriculture-related fields. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals. The firm provides various investment implementation options and proprietary model strategies, with features supporting advisor business relationships and institutional-scale resources.

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

Series 63, Series 65

Conroe, TX

Cambridge Investment Research Advisors

Andrew Mcalister is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and bringing seven years of industry experience. He has worked with firms including Cetera Advisors and Questar Asset Management, and also operates as an independent insurance agent with Hebert Financial Services. Cambridge Investment Research Advisors serves a diverse client base, offering financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm provides multiple investment implementation options, including proprietary and third-party model strategies, tailored to client objectives across various custody platforms.

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 in Conroe, TX, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at Cambridge since 2024 and previously at Cetera Advisors and Questar Asset Management. Outside of advisory work, he is involved in business ownership and serves as an instructor and speaker in financial education. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management and model-based 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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