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Laura R

Series 66

Powell, OH

Cambridge Investment Research Advisors

Laura Rankin is a financial advisor at Cambridge Investment Research Advisors with eight years of industry experience. She previously worked at Edward Jones and Due Amici. Outside of her advisory role, she owns a meal prep business and has worked in hospitality as a waitress and bartender. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning and investment management through various platform arrangements, combining proprietary and third-party strategies tailored to client objectives.

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

Series 66

Powell, OH

Cambridge Investment Research Advisors

Jonathan Beck is a Series 66-licensed financial advisor with three years of industry experience. He is currently with Cambridge Investment Research Advisors and previously worked at Janney Montgomery Scott. Outside of finance, he has been a basketball official with the PIAA since 2015. Cambridge Investment Research Advisors provides financial planning, investment management, and retirement plan advisory services to a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of investment solutions through independent Financial Professionals, utilizing discretionary and non-discretionary strategies across multiple platforms.

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