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Amanda K

Series 66

Fairfield, CA

Cambridge Investment Research Advisors

Amanda Keller is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and bringing 22 years of industry experience. She has worked with Cambridge Investment Research Advisors since 2010 and previously spent five years at Thrivent Investment Management. In addition to her advisory role, she is an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base, including individuals, institutions, pension funds, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of financial professionals and provides access to multiple platforms, third-party advisers, and proprietary model strategies.

Annuities Retirement plans for business owners (SEP, solo 401k)
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