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Andrew W

Series 63, Series 65

Marietta, GA

Cambridge Investment Research Advisors

Andrew White is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and with 12 years of industry experience. His prior roles include positions at Mass Mutual Investors Services and Northwestern Mutual Wealth Management. Outside of his advisory work, he is involved as an independent insurance agent and holds ownership in a family business. 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 range of portfolio management and model-based solutions tailored to client objectives.

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

Series 63, Series 65

Marietta, GA

Cambridge Investment Research Advisors

Arthur Bush is a financial advisor at Cambridge Investment Research Advisors with 11 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Cambridge, he worked at MML Investors Services and MassMutual Life Insurance Company, and served in the Georgia Army National Guard from 2009 to 2020. Outside of his advisory role, he is an owner of VITA Financial LLC and involved with several other financial-related business activities. 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 plan advisory services through independent financial professionals, utilizing proprietary and third-party model 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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Christian B

Series 66

Marietta, GA

Cambridge Investment Research Advisors

Christian Bontrager is a financial advisor at Cambridge Investment Research Advisors with two years of industry experience. He holds the Series 66 designation and previously worked at MML Investors Services, MassMutual Life Insurance Company, Northwestern Mutual, Cobb County Schools, and the YMCA of Metro Atlanta. Outside of advising, he is involved in insurance brokerage, focusing on individual life, disability, and long-term care products. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services. The firm provides both proprietary and third-party model strategies, with investment implementation tailored to client objectives through various platform arrangements.

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

Series 63, Series 65

Marietta, GA

Cambridge Investment Research Advisors

Nicholas Benzor is a financial advisor at Cambridge Investment Research Advisors with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Mass Mutual Investors Services and Northwestern Mutual. Outside of his advisory role, he is involved in several business ventures including Benzor Capital Holdings LLC and Benzor Capital Wealth, where he serves as president. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm provides flexible investment implementation through various platforms, proprietary and third-party model strategies, and maintains institutional features such as equity participation and advisor support programs.

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