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Gloria D
ChFC®, Series 63, Series 65
Houston, TX
Cambridge Investment Research Advisors
Gloria Dowiak is a financial advisor with Cambridge Investment Research Advisors in Houston, TX, holding a ChFC® designation along with Series 63 and 65 licenses. She has 23 years of industry experience, including prior roles at LPL Financial and Valic Financial Advisors. She serves as a board member for the Huntington Village Community Association, a homeowners association. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services through multiple platforms and proprietary model strategies.
Spencer M
Series 63, Series 65
Houston, TX
Cambridge Investment Research Advisors
Spencer Murchison is a financial advisor with Cambridge Investment Research Advisors in Houston, TX. He holds Series 63 and Series 65 designations and has 28 years of industry experience. His prior roles include positions at Merrill, the Stanford Group Company, and WFG Advisors. Outside of his advisory work, he operates as an independent insurance agent with Synergy Wealth Management. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides both discretionary and non-discretionary portfolio management through multiple platforms and custodians.
Michael S
Series 63
Houston, TX
Cambridge Investment Research Advisors
Michael Stockman is a financial advisor with Cambridge Investment Research Advisors in Houston, TX. He holds the Series 63 designation and has 26 years of industry experience. Prior to his current role since 2013, he worked at LPL Financial and Valic Financial Advisors. Outside of advisory services, Stockman is active as a real estate agent with multiple firms in the Houston area. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates thousands of Financial Professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.
John V
Series 63, Series 65
Houston, TX
Cambridge Investment Research Advisors
John Varick is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with Cambridge since 2013, following roles at LPL Financial and Valic Financial Advisors. Outside of his advisory work, he volunteers annually at the Houston Livestock Show and Rodeo, assisting patrons with merchandise. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension funds, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and provides access to multiple platforms and third-party advisors along with proprietary model strategies.
John F
ChFC®, Series 63, Series 65
Houston, TX
Cambridge Investment Research Advisors
John Fry is a ChFC® credentialed financial advisor with 34 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2016 and previously held positions at Oppenheimer, Stanford Group Company, and Prudential-affiliated firms. Outside of his advisory role, he is an independent insurance agent specializing in health and life insurance in Houston, TX. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a network of financial professionals and multiple platform options.
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