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David E
PFS™, Series 63, Series 65
Highland Beach, FL
Cambridge Investment Research Advisors
David Elefant is a financial advisor at Cambridge Investment Research Advisors with 22 years of industry experience. He holds the PFS™ designation as well as Series 63 and Series 65 licenses. His work history includes over a decade at Commonwealth Financial Network and long-term roles at Garden State Financial Services and Garden State Income Tax Service Inc. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports discretionary and non-discretionary management across multiple platforms and provides access to third-party advisers and proprietary model strategies.
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