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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 credentials and 39 years of industry experience. He has been with Cambridge since 2007 and previously worked at Ameriprise Advisor Services from 2003 to 2007. Outside of his advisory role, he is involved in tax services and serves as president of a business entity unrelated to his advisory activities. Cambridge Investment Research Advisors serves a diverse client base including individual, institutional, pension, and charitable organization clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through a network of financial professionals, offering both discretionary and non-discretionary management along with proprietary model strategies under the Founders Gate Capital brand.
Carla K
CFP®, Series 63, Series 65
Marietta, GA
Cambridge Investment Research Advisors
Carla Kesterson is a CFP® professional with 33 years of experience in the financial industry. She is currently with Cambridge Investment Research Advisors and has held positions at Cambridge Investment Research, Wells Fargo Clearing, and Morgan Stanley DW Inc. Additionally, she operates as an independent insurance agent. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual and institutional investors by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals.
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 licenses and bringing 44 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research since 2007, following a brief tenure at Ameriprise Advisor Services. Outside his advisory role, he is also an independent insurance agent for various companies through Atlanta Wealth Consultants LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and supports both discretionary and non-discretionary management across multiple platforms.
Mark L
Series 66
Marietta, GA
Cambridge Investment Research Advisors
Mark Lamprecht is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 26 years of industry experience. He has been with Cambridge since 2007 and previously worked at Ameriprise Advisor Services from 2003 to 2007. Outside of his advisory role, he owns Pulpit Supply Preachers, a nationwide directory connecting churches with preachers. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors such as pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs, operating through thousands of financial professionals and managing a multibillion-dollar asset base across multiple platforms.
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