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Reid S
ChFC®, Series 63, Series 65
San Diego, CA
Cambridge Investment Research Advisors
Reid Stogner is a financial advisor at Cambridge Investment Research Advisors with 18 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior work includes positions at BDT & Associates, Inc. from 2008 to 2018. In addition to his advisory role, Stogner operates Equipoise Financial Services LLC as an owner and financial professional and is an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations by providing financial planning, investment management, and retirement-plan advisory services. The firm offers access to multiple platforms, third-party advisers, and proprietary model strategies under the Founders Gate Capital brand.
Michael D
ChFC®, Series 63
San Diego, CA
Cambridge Investment Research Advisors
Michael Dose is a ChFC® designated financial advisor with 38 years of industry experience. He is currently with Cambridge Investment Research Advisors, Inc. in San Diego, CA, having joined in 2025. His prior experience includes roles at Dempsey Lord Smith, LLC, Emerson Equity LLC, Center Street Securities, Gradient Securities, LLC, Infinity Financial Services, and LPL Financial. Outside of his advisory work, he is involved as an agent with The Retirement Strategy Connection, a business he has been associated with since 2000. Cambridge Investment Research Advisors, Inc. serves a diverse client base of individual and institutional investors, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides access to multiple platforms and third-party advisers, including proprietary model strategies under the Founders Gate Capital brand.
Peter B
CFP®, Series 63
San Diego, CA
Cambridge Investment Research Advisors
Peter Bell Jr. is a CFP®-credentialed financial advisor with 33 years of industry experience. He is currently with Cambridge Investment Research Advisors and has held prior roles at Cetera, LPL Financial, Stifel, Wells Fargo Clearing, and A.G. Edwards & Sons. He is also involved in an insurance and benefits agency, The Katz Nassau Agency, Inc. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services across multiple platforms and custodians.
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