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Michael C

Series 63, Series 65

Fort Myers, FL

Cambridge Investment Research Advisors

Michael Clancy is a financial advisor with Cambridge Investment Research Advisors in Fort Myers, FL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with Cambridge Investment Research since 2022 and previously spent 13 years at LPL Financial. In addition to his advisory role, he owns and operates a financial services business, Provision Financial, and works as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors by providing financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm offers a variety of investment platforms and strategies, including proprietary models under the Founders Gate Capital brand and access to third-party managers, with features tailored to client objectives and institutional support mechanisms.

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