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Nicolas L

CFP®, Series 63, Series 65

#1240, HI

Cambridge Investment Research Advisors

Nicolas Longpre is a CFP® professional with 22 years of industry experience. He has been with Cambridge Investment Research Advisors since 2018 and previously worked at Sii Jhfn from 2015 to 2018. Outside of his advisory role, he owns an online ticket resale business. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations by providing financial planning, investment management, and retirement plan advisory services. The firm offers customized investment solutions through a network of independent financial professionals and employs both proprietary and third-party model strategies.

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

Series 63, Series 65

Honolulu, HI

Cambridge Investment Research Advisors

Kana Radin is a financial advisor with Cambridge Investment Research Advisors in Honolulu, HI, holding Series 63 and Series 65 credentials and 17 years of industry experience. She has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2018 and also operates Wealth Managing Partners, a separate financial advisory practice. Cambridge Investment Research Advisors is a large SEC-registered firm that serves 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 professionals, utilizing both proprietary and unaffiliated model strategies tailored to client objectives.

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

Series 63, Series 65

Honolulu, HI

Cambridge Investment Research Advisors

Lyly Obayashi is a financial advisor at Cambridge Investment Research Advisors with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including Royal Alliance Associates, Signator Investors, LPL Financial, and MSI Financial Services. Obayashi also operates as an independent insurance agent under Wealth Managing Partners. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension plans, and charitable organizations, providing financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent financial professionals. The firm offers a variety of investment solutions, combining proprietary model strategies and access to third-party managers across multiple custody platforms.

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

Series 66

Honolulu, HI

Cambridge Investment Research Advisors

Jennifer Chalaire is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. She has 23 years of industry experience, including prior roles at Pacific Financial Partners, Royal Alliance Associates, and Jhfn Sii. Outside of her advisory work, she volunteers with CLIMBHI, a nonprofit organization based in Honolulu. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services through a network of independent professionals and provides access to both proprietary and third-party model strategies across multiple platform arrangements.

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