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David C

Series 63, Series 66

Lynchburg, VA

Cambridge Investment Research Advisors

David Chrisman Jr. is a financial advisor at Cambridge Investment Research Advisors with 39 years of industry experience. He holds Series 63 and Series 66 registrations and has previously worked at Lincoln Financial Securities Corporation and Commonwealth Financial Group, where he also serves as president in an insurance-related capacity. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory through a large network of independent Financial Professionals, utilizing multiple platform arrangements and both proprietary and third-party investment strategies.

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

Series 63, Series 65

Lynchburg, VA

Cambridge Investment Research Advisors

Stephen Cooper is a financial advisor with Cambridge Investment Research Advisors in Lynchburg, VA, holding Series 63 and Series 65 designations and 24 years of industry experience. His prior experience includes seven years at Lincoln Financial Securities. Outside of his advisory role, he is a managing partner and independent insurance agent at Commonwealth Financial Group. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing multiple custody platforms and both discretionary and non-discretionary investment approaches.

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