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Andre M
Series 63, Series 65
Roanoke, VA
Cambridge Investment Research Advisors
Andre Monsour is a financial advisor with Cambridge Investment Research Advisors based in Roanoke, VA. He holds Series 63 and Series 65 licenses and has 46 years of industry experience, including nearly two decades at Cantella & Co., Inc. Outside of his advisory role, he is involved in independent insurance agency work and owns a financial services firm, Monsour Equities, LLC. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of investment solutions including proprietary model strategies and accesses third-party managers, with services tailored to client objectives across multiple custody platforms.
Carl C
Series 63, Series 66
Roanoke, VA
Cambridge Investment Research Advisors
Carl Cress III is a financial advisor at Cambridge Investment Research Advisors with 25 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Edward Jones for nine years before joining Cambridge in 2016. Cress serves as a board member of Raleigh Court United Methodist Church in Roanoke, VA. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and other clients. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals and provides both proprietary and third-party investment strategies across multiple custody platforms.
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