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Scott M

Series 66

Newport News, VA

Cambridge Investment Research Advisors

Scott Mc Combs is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 credential and six years of industry experience. He previously worked at MassMutual Greater Richmond and Hampden-Sydney College. Outside of his advisory role, Mc Combs engages in consulting and coaching. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, utilizing 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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Allison L

Series 63, Series 65

Newport News, VA

Cambridge Investment Research Advisors

Allison Lane is a financial advisor with Cambridge Investment Research Advisors in Newport News, VA, holding Series 63 and Series 65 credentials and 16 years of industry experience. She has worked at Cambridge Investment Research since 2011 and is also associated with Greenwood Financial Group, where she operates as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, utilizing a range of portfolio management and advisory 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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