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Timothy T
Series 63
Depew, NY
Cambridge Investment Research Advisors
Timothy Talbot is a financial advisor with Cambridge Investment Research Advisors who holds a Series 63 designation and has 12 years of industry experience. His career includes roles at Cambridge Investment Research, Securities America, Next Financial Group, and Prudential Insurance Company of America. Outside of advisory work, he owns Attain Wealth Planning, a business involved in insurance and benefits services. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension funds, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management through multiple platforms and proprietary model strategies.
Michael B
Series 66
Depew, NY
Cambridge Investment Research Advisors
Michael Borowiak Jr. is a financial advisor at Cambridge Investment Research Advisors with a Series 66 designation and two years of industry experience. His prior work includes roles at OSAIC, Securities America, Guardian Life Insurance Company, and several other firms. Outside of finance, he is involved in coaching and refereeing travel hockey teams. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and provides proprietary model strategies under the Founders Gate Capital brand.
Kevin A
Series 63, Series 65, Series 66
Depew, NY
Cambridge Investment Research Advisors
Kevin Arndt is a financial advisor with Cambridge Investment Research Advisors, holding Series 63, 65, and 66 designations and 31 years of industry experience. His prior roles include positions at Securities America Advisors and Next Financial Group Inc. He is also involved in healthcare through a small ownership interest in a healthcare-related business. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides access to multiple platforms, proprietary model strategies, and third-party advisory services.
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