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Cherie T

Series 66

Longmont, CO

Cambridge Investment Research Advisors

Cherie Turner is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and bringing 18 years of industry experience. She previously worked for Wells Fargo Advisors Financial Network LLC for 10 years before joining Cambridge in 2020. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services through a wide network of independent professionals. The firm offers multiple portfolio management options and combines proprietary and third-party strategies to tailor solutions to client objectives.

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

Series 63, Series 66

Longmont, CO

Cambridge Investment Research Advisors

Richard Turner is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 designations and bringing 41 years of industry experience. He has worked with Cambridge since 2020 and previously spent 10 years at Wells Fargo Advisors Financial Network LLC. Outside of his work with Cambridge, he serves as president of RICH TURNER FINANCIAL CORP. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services, utilizing a range of portfolio management approaches and both proprietary and third-party 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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