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David H
Series 66
Manchester, TN
Cambridge Investment Research Advisors
David Henley is a financial advisor with Cambridge Investment Research Advisors who holds a Series 66 designation and has eight years of industry experience. Prior to his current role, he worked at Chem-Trend L.P. as a Senior Technical Specialist. He is also co-owner of A&O Financial Services, an independent business in Manchester, Tennessee. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and offers multiple account platforms, proprietary model strategies, and access to third-party advisers.
Rosalie H
Series 63
Manchester, TN
Cambridge Investment Research Advisors
Rosalie Henley Crownover is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. She has 32 years of industry experience, including 15 years with Cambridge Investment Research Advisors and over 50 years as an independent insurance agent. She serves as Vice President of the Manchester Kiwanis Club. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of financial professionals and offers both discretionary and non-discretionary management via multiple platforms and proprietary model strategies.
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