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Raul C
ChFC®, Series 63, Series 65
Port St Lucie, FL
Cambridge Investment Research Advisors
Raul Calle is a financial advisor at Cambridge Investment Research Advisors with 42 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 registrations. Prior to joining Cambridge in 2007, he worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management. Outside of his advisory role, he serves as president of two condominium associations in Ocean City, MD. Cambridge Investment Research Advisors serves a diverse client base that includes individual, pension, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through multiple platforms and employs affiliated and third-party model strategies.
Stephen B
Series 63, Series 65, Series 66
Port St. Lucie, FL
Cambridge Investment Research Advisors
Stephen Bell Sr is a financial advisor with Cambridge Investment Research Advisors in Port St. Lucie, FL. He holds Series 63, 65, and 66 licenses and has 37 years of industry experience. His prior work includes 13 years at Lincoln Financial Securities Corporation. Outside of advising, he serves as an independent insurance agent and is a vice president at Griffin Distribution Partners. Cambridge Investment Research Advisors serves a diverse client base of individuals and institutions, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm provides both discretionary and non-discretionary management through multiple platforms and offers proprietary and third-party model strategies.
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