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Paul C
Series 63, Series 65
Midland, TX
Cambridge Investment Research Advisors
Paul Cain is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 26 years of industry experience. He has worked with Cambridge since 2010 and serves as president of Inwest Retirement Solutions, a third-party administrator for qualified retirement plans. Additionally, he is the managing member of FD Texas, LLC, which provides ministerial services. 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 advisory through independent Financial Professionals using a range of proprietary and third-party investment strategies and multiple platform arrangements.
Mark K
Series 66
Midland, TX
Cambridge Investment Research Advisors
Mark Kaufman is a financial advisor at Cambridge Investment Research Advisors with 12 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2018 and previously held positions at Bank of America and Merrill. Outside of his advisory work, Kaufman serves as a volunteer treasurer for the Don Woody Woodward campaign. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services delivered through a network of independent Financial Professionals utilizing a variety of portfolio management strategies and platform arrangements.
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