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Jack R

Series 63

Kingwood, TX

Cambridge Investment Research Advisors

Jack Roland is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. He has 37 years of industry experience and has been with Cambridge since 2016. Roland is also a board member of several nonprofit organizations, including Lifeline Chaplaincy and Compassionate Touch, and serves on the board of the Team Complete Athlete Kingwood Volleyball Foundation. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through multiple platforms and offers access to third-party advisers and proprietary model strategies.

Annuities Retirement plans for business owners (SEP, solo 401k)
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