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Paula P
Series 65
Tempe, AZ
Cambridge Investment Research Advisors
Paula Przewlocki is a financial advisor at Cambridge Investment Research Advisors with 15 years of industry experience. She holds a Series 65 designation and has been with Cambridge since 2011. Additionally, she has been associated with Leighton Agency since 2007. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management and offers proprietary model strategies alongside access to third-party advisers and sub-advisors.
Michael P
Series 63, Series 66
Tempe, AZ
Cambridge Investment Research Advisors
Michael Przewlocki is a financial advisor with Cambridge Investment Research Advisors in Tempe, AZ, holding Series 63 and Series 66 licenses with 35 years of industry experience. He has been with Cambridge Investment Research Advisors since 2006 and with its related entity since 2004. Outside of advising, he is a notary public. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm provides both discretionary and non-discretionary management across multiple platforms, including proprietary model strategies under the Founders Gate Capital brand.
Robert P
Series 63, Series 65
Tempe, AZ
Cambridge Investment Research Advisors
Robert Polley is a financial advisor at Cambridge Investment Research Advisors with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Cambridge since 2013. Prior to that, he worked at Mutual Of Omaha Investor Services, Inc. from 2007 to 2013. Polley is also an independent insurance agent through Polley Financial Group, LLC. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and operates through thousands of financial professionals using multiple platforms and custodians.
Ronald P
Series 63, Series 65
Tempe, AZ
Cambridge Investment Research Advisors
Ronald Przewlocki is a financial advisor at Cambridge Investment Research Advisors with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cambridge Investment Research Advisors since 2006. He also works as an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports discretionary and non-discretionary management, offers proprietary model strategies, and operates through thousands of financial professionals managing a multi-billion dollar asset base.
James P
Series 66
Tempe, AZ
Cambridge Investment Research Advisors
James Przewlocki is a financial advisor at Cambridge Investment Research Advisors with six years of industry experience. He holds the Series 66 designation and has worked previously at Legacy Financial Group and as an independent contractor. Outside of financial advising, he is a freelance musician and owns a manufacturing business. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management across multiple platforms and custodians and manages a multi-billion dollar asset base.
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