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Anthony M

Series 63, Series 66

Peachtree City, GA

Cambridge Investment Research Advisors

Anthony Marshall is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 credentials. He has 21 years of industry experience, including nine years at SunTrust Advisory Services. He is also the owner of Sentinel Wealth Advisors LLC, an independent business entity. Cambridge Investment Research Advisors is a large SEC-registered firm serving 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, employing a range of investment strategies and platform arrangements tailored to client objectives.

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

Series 63, Series 66

Peachtree City, GA

Cambridge Investment Research Advisors

Mark Passalacqua is a financial advisor at Cambridge Investment Research Advisors with 21 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Cambridge, he worked at SunTrust Advisory Services and Suntrust Investment Services for nine years. He is also the owner of Sentinel Wealth Advisors, an independent investment-related business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals using a range of portfolio management strategies and custody arrangements.

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

Series 63, Series 66

Peachtree City, GA

Cambridge Investment Research Advisors

Kelly Crockett is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 designations and eight years of industry experience. Prior to joining Cambridge, Crockett worked at Truist Advisory Services and Truist Investment Services, as well as Dunlap & Associates Wealth Management, Commonwealth Financial Network, and SunTrust Bank. Crockett is also the managing partner and owner of Sentinel Wealth Advisors LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing tailored strategies across multiple platforms with access to proprietary and third-party investment models.

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