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Anne S

ChFC®, Series 63

Conroe, TX

Cambridge Investment Research Advisors

Anne Spinks is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® and Series 63 designations and bringing 41 years of industry experience. She has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2009 and has operated Anne N. Spinks CLU, CHFC since 1995. Outside of her advisory role, Spinks serves as an elder and committee member at First Presbyterian Church of Conroe. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through independent financial professionals, utilizing model-based and discretionary or non-discretionary portfolio strategies under various custody and platform arrangements.

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