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Jinette C
Series 63, Series 65
Henrico, VA
Cambridge Investment Research Advisors
Jinette Chiappetta is a financial advisor with Cambridge Investment Research Advisors in Henrico, VA, holding Series 63 and Series 65 credentials and 13 years of industry experience. She has been with Cambridge Investment Research since 2015 and is also a Certified Public Accountant (CPA). In addition to her advisory role, she operates her own financial-related businesses. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals utilizing a variety of portfolio management strategies and platform arrangements.
Shannon C
CFP®, Series 63, Series 66
Henrico, VA
Cambridge Investment Research Advisors
Shannon Carter is a CFP® professional with 20 years of industry experience, currently associated with Cambridge Investment Research Advisors. She has been with Cambridge since 2014 and also operates Carter Advisory Services LLC, providing strategy and business finance consulting. Carter serves as a board member for The Owners Club at The Homestead Homeowners Association and works as a divorce planning specialist and expert witness. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, 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, utilizing multiple custody platforms and a variety of portfolio strategies tailored to client objectives.
Canon H
Series 63, Series 65
Henrico, VA
Cambridge Investment Research Advisors
Canon Hickman is a financial advisor with Cambridge Investment Research Advisors in Henrico, VA, holding Series 63 and Series 65 licenses and having 19 years of industry experience. He has been affiliated with Cambridge Investment Research Advisors and related entities since 2011 and also operates Equity Concepts. Outside of his advisory work, he is a board member of Promise Land Pastures and owns an airplane leasing company. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base through a network of independent financial professionals. The firm offers a variety of financial planning, investment management, retirement plan advisory, and financial wellness services, utilizing proprietary and third-party model strategies across multiple platform arrangements.
Andrew W
Series 63, Series 65
Henrico, VA
Cambridge Investment Research Advisors
Andrew Walker is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has been with Cambridge Investment Research Advisors since 2011. Outside of his advisory role, Walker serves as board president of Restoration Village in Richmond, VA. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, utilizing both proprietary and third-party strategies across various custody and platform arrangements.
William S
CFP®, Series 63, Series 65
Henrico, VA
Cambridge Investment Research Advisors
William Saunders is a CFP® with 26 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2011. He also has a long-standing role with Equity Concepts dating back to 2003. Outside of his advisory work, Saunders serves as a commissioner for the RVA9 Golf League and is a board member of the Virginia State Golf Association. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals across wealth segments, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, employing both proprietary and third-party strategies with customizable discretionary and non-discretionary options.
Alexander T
Series 63, Series 65
Henrico, VA
Cambridge Investment Research Advisors
Alexander Thompson is a financial advisor at Cambridge Investment Research Advisors with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Endeavor Capital, LLC and Commonwealth Commercial. Thompson is involved in independent insurance agency work and operates a tax services business. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services. The firm offers a variety of investment solutions through a network of independent professionals, utilizing both proprietary and third-party strategies across multiple platform arrangements.
Alexander P
CFP®, Series 63
Henrico, VA
Cambridge Investment Research Advisors
Alexander Paoletto is a CFP® professional with 47 years of industry experience, currently with Cambridge Investment Research Advisors where he has worked since 2011. He holds a Series 63 license and has a background that includes roles as an independent insurance agent and owner of an advisory firm under a trade name. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a large network of independent financial professionals. The firm provides both proprietary and third-party investment strategies, with flexibility in implementation across various custody and platform arrangements.
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