Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Victor M

Series 63, Series 65

Miami, FL

Cambridge Investment Research Advisors

Victor Mullins is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior work includes roles at Cantella & Co., New England Securities, Ameriprise, Wells Fargo Clearing, A. G. Edwards & Sons, and Morgan Stanley. 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 through a multi-platform approach.

Annuities Retirement plans for business owners (SEP, solo 401k)
user avatar
firm logo

Richard B

Series 63, Series 66

Miami, FL

Cambridge Investment Research Advisors

Richard Brewer is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 licenses. He has 28 years of industry experience, including long tenure at Nationwide Insurance Company and Nationwide Advisory Services. Outside of his advisory role, he owns and operates several independent insurance and benefits agencies. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs, managing assets through multiple platforms and proprietary model strategies.

Annuities Retirement plans for business owners (SEP, solo 401k)
user avatar
firm logo

Larry R

Series 65, Series 63

Miami, FL

Cambridge Investment Research Advisors

Larry Ramos Feliciano is a financial advisor at Cambridge Investment Research Advisors with six years of industry experience. He holds the Series 65 and Series 63 designations. Outside of his advisory role, he is also engaged as an independent insurance agent representing various companies. 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 through a network of thousands of financial professionals, managing a multi-billion dollar asset base across multiple platforms and custodians.

Annuities Retirement plans for business owners (SEP, solo 401k)
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)