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Riley M

Series 66

Newtown, PA

Cambridge Investment Research Advisors

Riley Masterson is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. He holds the Series 66 designation and has previously worked at Cambridge Investment Research, Inc., as well as in roles outside of finance including positions at Sycamore Grill and Penn Community Bank. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of Financial Professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Michael C

Series 63, Series 65

Newtown, PA

Cambridge Investment Research Advisors

Michael Cice is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and over 44 years of industry experience. He has been with Cambridge since 2012 and previously worked at Independent Advisers Group Corp for nine years. Outside of his advisory role, he is an independent insurance agent for various companies under GWH Wealth Advisors. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and supports a range of discretionary and non-discretionary management platforms, including proprietary model strategies under the Founders Gate Capital brand.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Stephen H

Series 65

Newtown, PA

Cambridge Investment Research Advisors

Stephen Hill is a financial advisor with Cambridge Investment Research Advisors in Newtown, PA. He holds a Series 65 credential and has seven years of industry experience. In addition to his advisory role, Hill is a partner at Gilbert, Wilson & Hunter LLP, where he provides tax preparation and accounting services. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs, utilizing multiple platforms and proprietary model strategies.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Christopher C

Series 63, Series 65

Newton, PA

Cambridge Investment Research Advisors

Christopher Cice is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 20 years of industry experience. His prior roles include positions at Morgan Stanley and Independent Advisers Group Corp. He serves as a principal with Newtown Financial Services, LLC, where he holds a 50% interest, and is a board member of the Tioga County Chamber of Commerce. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple account platforms and proprietary model strategies while supporting both discretionary and non-discretionary management.

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