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Terence M

Series 63, Series 66

Havertown, PA

Cambridge Investment Research Advisors

Terence McNichol is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2019 and was previously with FSC Securities Corp. In addition to his advisory role, he operates as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts through a network of independent Financial Professionals. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services, utilizing a variety of direct portfolio management and model-based solutions tailored to client objectives.

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