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Peter M

Series 63, Series 65

Marietta, GA

Cambridge Investment Research Advisors

Peter Miralles is a financial advisor with Cambridge Investment Research Advisors in Marietta, GA, holding Series 63 and Series 65 licenses and having 39 years of industry experience. He has been with Cambridge since 2007. Outside of his advisory role, he is involved in tax services and serves as president of a business entity. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of platform options 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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Carla K

CFP®, Series 63, Series 65

Marietta, GA

Cambridge Investment Research Advisors

Carla Kesterson is a CFP® professional with 32 years of experience in the financial services industry. She has been affiliated with Cambridge Investment Research Advisors since 2009 and has prior experience with Cambridge Investment Research, Inc. Carla also works as an independent insurance agent in Atlanta, GA. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, employing a range of portfolio management strategies and platform arrangements.

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

Series 63, Series 65

Marietta, GA

Cambridge Investment Research Advisors

David Flanigan is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 44 years of industry experience. He has been with Cambridge Investment Research Advisors since 2007. Outside of his advisory role, Flanigan also operates as an independent insurance agent for various companies through Atlanta Wealth Consultants LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm provides services such as financial planning, investment management, and retirement plan advisory through a network of independent professionals, offering both proprietary and third-party investment strategies across multiple platform arrangements.

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

Series 66

Marietta, GA

Cambridge Investment Research Advisors

Mark Lamprecht is a Series 66 licensed financial advisor with Cambridge Investment Research Advisors, where he has worked since 2007, totaling 26 years in the industry. In addition to his advisory work, he owns Pulpit Supply Preachers, a nationwide directory connecting churches with preachers, and also engages in public speaking. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a variety of portfolio management platforms and proprietary model strategies.

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