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Jesse C
Series 66
Tampa, FL
Cambridge Investment Research Advisors
Jesse Cordoba is a financial advisor with Cambridge Investment Research Advisors in Tampa, FL, holding a Series 66 designation and three years of industry experience. His work history includes roles at multiple entities within Cambridge Investment Research as well as experience in the homebuilding and automotive sectors. He also owns a real estate business and is involved in estate planning and advisory services through separate entities. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm provides a range of investment solutions, including proprietary model strategies and access to third-party managers, with tailored implementations across various platforms and custody arrangements.
Kellie K
Series 66
Tampa, FL
Cambridge Investment Research Advisors
Kellie Kuhar is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and eight years of industry experience. Prior to joining Cambridge, she worked seven years at First Command Financial Planning. Outside of her advisory role, she manages Strategic Wealth of Tampa LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a broad network of independent professionals. The firm provides both discretionary and non-discretionary investment solutions utilizing a variety of platform arrangements and proprietary and third-party strategies.
Heywood T
Tampa, FL
Cambridge Investment Research Advisors
Heywood Turner III is a financial advisor with Cambridge Investment Research Advisors in Tampa, FL, holding 34 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2012. Outside of his advisory role, Turner serves on the board of the Early Childhood Council, a nonprofit focused on screening children for developmental issues, and operates as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.
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