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Ellis B
Series 65, Series 63
Saco, ME
Cambridge Investment Research Advisors
Ellis Baum is a financial advisor at Cambridge Investment Research Advisors with four years of industry experience. He holds the Series 65 and Series 63 designations. Prior to joining Cambridge, he worked for Residential Resources Inc for 22 years. Baum serves as a board member and volunteer in a nonprofit organization. Cambridge Investment Research Advisors is an SEC-registered adviser serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, utilizing a range of portfolio management and model-based solutions.
Richard L
Series 63
Saco, ME
Cambridge Investment Research Advisors
Richard Letellier is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 47 years of industry experience. He has been with Cambridge since 2009. Outside of his advisory role, he works as a sports and fitness instructor at a high school in Biddeford, ME. 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 a range of financial planning and investment management services, utilizing both proprietary and third-party strategies delivered through independent Financial Professionals.
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