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David V
Hartville, OH
Cambridge Investment Research Advisors
David Varner is a financial advisor at Cambridge Investment Research Advisors with 43 years of industry experience. Prior to joining Cambridge in 2019, he worked for Nationwide Advisory Services and Nationwide Insurance from 1973 to 2019. He is also an independent insurance agent with Varner Insurance Group and provides tax and legal liability services through Kyler and Company LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by offering financial planning, investment management, retirement plan advisory, and financial-wellness services. The firm delivers tailored investment strategies through a network of independent Financial Professionals and maintains a range of proprietary and third-party model strategies.
Heidi D
Hartville, OH
Cambridge Investment Research Advisors
Heidi Dillon is a financial advisor with Cambridge Investment Research Advisors, holding 18 years of industry experience. She previously worked at Nationwide Securities LLC and Nationwide Insurance. Dillon is a shareholder of Kyler & Company LLC and serves as an independent insurance agent for Varner Insurance Group. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing both proprietary and third-party strategies across multiple platform arrangements.
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