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Daniel H

Series 65

Ft Mill, SC

Cambridge Investment Research Advisors

Daniel Hylton is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He holds a Series 65 designation and has a background including several years at Continental Tire. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, retirement plan advisory, and financial-wellness services through independent Financial Professionals using a variety of portfolio management and model-based solutions.

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

Series 63, Series 65

Ft Mill, SC

Cambridge Investment Research Advisors

Christopher Mc Alister is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and having 10 years of industry experience. He has been with Cambridge Investment Research Advisors since 2017 and also maintains roles as an independent insurance agent and owner of small business ventures, including eBay sales and a partner in Catapult Industries. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm offers various portfolio management options and utilizes both proprietary and third-party strategies, with institutional features such as advisor transition programs and compliance processes.

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

Series 65, Series 63

Fort Mill, SC

Cambridge Investment Research Advisors

Nikhil Alkari is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 63 credentials and one year of industry experience. His prior work includes roles at Randstad Consulting, MIHIN/Interoperability Institute, TenAgile LLC, Ally Bank, and Bank of America. Outside of his advisor role, he is involved in a separate real estate business in Fort Mill, SC. Cambridge Investment Research Advisors serves a broad range of clients including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through independent financial professionals, utilizing various portfolio management approaches and platform arrangements tailored to client objectives.

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

Series 65

Ft Mill, SC

Cambridge Investment Research Advisors

Mercedes Dockery is a financial advisor with Cambridge Investment Research Advisors, holding a Series 65 credential and currently in her first year in the industry. Prior to her advisory role, she gained six years of experience with EXP Realty and worked with Wilkinson ERA and Citywide Realty in real estate. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals using a variety of portfolio management and model-based solutions.

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

Series 66

Ft Mill, SC

Cambridge Investment Research Advisors

Ashley Wallace is a financial advisor at Cambridge Investment Research Advisors with a Series 66 designation and no prior industry experience. Before joining the firm, she worked at Olin Corporation and Roy-El Morgan Farm and spent several years as a homemaker. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a wide range of clients including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using various portfolio management and model-based solutions.

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