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Ursula D
Series 63, Series 65
Ft Walton Beach, FL
Cambridge Investment Research Advisors
Ursula Dunbar is a financial advisor with Cambridge Investment Research Advisors in Ft Walton Beach, FL. She holds Series 63 and Series 65 licenses and has 28 years of industry experience. She has been with Cambridge since 2011. Dunbar is also the managing member of Authentic Insurance LLC and Authentic Financial Advisors LLC, companies involved in insurance services and financial advising. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, providing various portfolio management and model-based solutions tailored to client objectives.
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