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Mark M

Series 63, Series 66

Locust, NC

Cambridge Investment Research Advisors

Mark Metzger is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. Prior to joining Cambridge, he worked at Cetera Advisor Networks LLC and VOYA Financial Advisors. He serves as a board member of the Executives Association of Charlotte. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm offers both discretionary and non-discretionary management across multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

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

Series 63, Series 65

Locust, NC

Cambridge Investment Research Advisors

Ethan Edwards is a financial advisor with Cambridge Investment Research Advisors based in Locust, NC. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to his current role, he worked at firms including Wells Fargo Clearing Services and Fidelity Charitable. Outside of his advisory work, Edwards is involved as an owner and partner in Action Auto Group LLC, a business in Oakboro, NC. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management and offers access to third-party advisers and proprietary model strategies under the Founders Gate Capital brand.

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