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Stacy R
Series 63, Series 65
South Haven, MI
Cambridge Investment Research Advisors
Stacy Robinson is a financial advisor at Cambridge Investment Research Advisors with 32 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at Valic Financial Advisors. In addition to her advisory role, she is an independent insurance agent based in Byron Center, Michigan. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a variety of portfolio management and model-based solutions tailored to client objectives.
Aaron R
Series 63, Series 65
South Haven, MI
Cambridge Investment Research Advisors
Aaron Robinson is a financial advisor with Cambridge Investment Research Advisors. He holds Series 63 and Series 65 licenses and has 22 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, TIAA, and multiple terms with Cambridge Investment Research. Robinson also has a role at Edge Insurance Group, focusing on insurance and benefits. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of discretionary and non-discretionary portfolio management strategies.
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