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Justin W

Series 63, Series 65, Series 66

Wilmington, NC

Cambridge Investment Research Advisors

Justin Wolfe is a financial advisor with Cambridge Investment Research Advisors, holding Series 63, 65, and 66 credentials and 27 years of industry experience. He previously worked at LPL Financial for 10 years before joining Cambridge in 2017. Wolfe is involved as an owning partner and financial professional at Strategic Investment Partners and serves on the Brunswick County Community Foundation. 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 plan advisory services through independent financial professionals using a range of portfolio management and model-based solutions across multiple custody platforms.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Brent H

Series 66

Wilmington, NC

Cambridge Investment Research Advisors

Brent Hayes is a financial advisor at Cambridge Investment Research Advisors with 15 years of industry experience. He holds a Series 66 designation and has been with Cambridge since 2016. Hayes also serves as managing partner of Strategic Investment Partners and works as an independent insurance agent with Coastal Choice Insurance Group. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing multiple custody platforms and a range of discretionary and non-discretionary investment strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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