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Samuel P

Series 65

Rustburg, VA

Cambridge Investment Research Advisors

Samuel Petersen is a financial advisor with Cambridge Investment Research Advisors, holding a Series 65 credential and beginning his advisory career in 2026. Prior to joining the firm, he worked in various roles including positions at DoorDash and in education. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base with financial planning, investment management, and retirement plan advisory services delivered through a network of independent Financial Professionals. The firm offers multiple investment platforms and strategies, including proprietary models and access to third-party managers, catering to a wide range of client needs.

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