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Sindy K

Series 66

Plano, TX

Cambridge Investment Research Advisors

Sindy Kong is a financial advisor at Cambridge Investment Research Advisors with 24 years of industry experience. She holds the Series 66 credential and previously worked at Equitable Advisors and Axa Advisors, LLC. Kong is involved in additional advisory activities through ATLAS Advisory Group and MEDPRO Advisory Group and holds an insurance agent role. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides a range of investment solutions, including proprietary models and access to third-party managers, with customizable discretionary and non-discretionary strategies.

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

Series 63, Series 65

Plano, TX

Cambridge Investment Research Advisors

Adam Prewett is a financial advisor with Cambridge Investment Research Advisors in Plano, TX, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His career includes roles at Titleist Asset Management, Titleist Capital, VisionPoint Advisory Group, LPL Financial, and Level Four Advisory Services. Outside of advisory work, he is involved in insurance, benefits, human resources, and accounting services through several business activities under the Mosaic Financial and Mosaic Tax Advisers names. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement advisory services. The firm offers various portfolio management options through flexible platform arrangements and combines proprietary and third-party model strategies with both discretionary and non-discretionary approaches.

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