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Ray M
CFP®, Series 63
Houston, TX
Cambridge Investment Research Advisors
Ray Muecke is a CFP®-certified financial advisor with 35 years of industry experience, currently with Cambridge Investment Research Advisors since 2010. Based in Houston, TX, he has worked with Cambridge Investment Research, Inc. since 2009. Outside of advisory work, he operates as an independent insurance agent and owns Muecke Financial. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent professionals, utilizing various portfolio management and platform options tailored to client objectives.
Randall F
CFP®, Series 66
Houston, TX
Cambridge Investment Research Advisors
Randall Faulk is a CFP®-designated financial advisor with 11 years of industry experience, currently associated with Cambridge Investment Research Advisors. He has previously worked at Morgan Stanley and Ic Advisory Services Inc. In addition to his advisory role, he owns Faulk Financial, Inc. and is involved in insurance and benefits services. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory through a network of independent professionals. The firm utilizes multiple custody platforms and offers both proprietary and third-party investment strategies tailored to client objectives.
Billy C
Series 63, Series 65, Series 66
Houston, TX
Cambridge Investment Research Advisors
Billy Cross Jr. is a financial advisor with Cambridge Investment Research Advisors in Houston, TX, holding Series 63, 65, and 66 licenses and bringing 35 years of industry experience. His career includes roles at Cambridge Investment Research Inc., AIG Capital Services, VALIC Financial Advisors, and E*TRADE. Outside of his advisory role, he is an owner and partner of a separate business entity since 2005. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, trusts, and charitable organizations, offering financial planning, investment management, and retirement plan advisory through a large network of independent Financial Professionals. The firm provides diverse portfolio management options with both proprietary and external strategies, emphasizing tailored investment approaches and institutional features to support advisor transitions and compliance.
Tami J
Series 63
Houston, TX
Cambridge Investment Research Advisors
Tami Jarrett Plummer is a financial advisor with Cambridge Investment Research Advisors in Houston, TX, holding a Series 63 designation and 33 years of industry experience. She has worked with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2010 and was previously with Jaye C. Jarrett & Co., Inc. for 30 years. Plummer serves as a board member for the Powder Ridge HOA in Big Sky, MT. 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 through a network of independent financial professionals using a variety of portfolio management and platform arrangements.
Douglas H
Series 63
Houston, TX
Cambridge Investment Research Advisors
Douglas Hohertz is a financial advisor with Cambridge Investment Research Advisors based in Houston, TX, holding a Series 63 designation and 21 years of industry experience. His prior roles include positions at Black Knight Wealth Management, Salient Partners, and The Mitchell Group, Inc. He serves as a board member of the Houston Community College Foundation. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals, offering both discretionary and non-discretionary investment solutions tailored to client objectives.
Carla B
Series 63, Series 65
Houston, TX
Cambridge Investment Research Advisors
Carla Burns is a financial advisor at Cambridge Investment Research Advisors with 32 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Cambridge since 2010. Outside of her advisory role, she serves as treasurer and recording secretary for the Moores School of Music Society in Houston and holds a treasurer position with the P.E.O. Sisterhood chapter in Des Moines. Cambridge Investment Research Advisors is a large SEC-registered advisor serving a diverse client base that includes 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 Financial Professionals, utilizing a variety of portfolio management platforms and strategies tailored to client objectives.
Sinan S
Series 66
Houston, TX
Cambridge Investment Research Advisors
Sinan Sammour is a financial advisor at Cambridge Investment Research Advisors with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Cantella & Co., Inc. and Morgan Stanley Private Bank. Sammour is also the owner of National Financial Capital LLC. Cambridge Investment Research Advisors serves a diverse clientele, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm utilizes multiple custody and platform arrangements and provides access to both proprietary and third-party investment strategies.
Bryan G
Series 63, Series 65
Houston, TX
Cambridge Investment Research Advisors
Bryan Gaskamp is a financial advisor with Cambridge Investment Research Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Cambridge since 2011. Outside of his advisory work, he serves as an independent insurance agent and provides office support for Public Safety Financial Group. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals and employs a range of investment strategies, including proprietary models and access to third-party managers.
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