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Kyler S

Series 66

Windermere, FL

Cambridge Investment Research Advisors

Kyler Stokes is a financial advisor at Cambridge Investment Research Advisors with the Series 66 designation. He has less than one year of industry experience, having previously worked at Equitable Advisors and in other roles outside the financial sector, including at Walt Disney World and Loews Hotels. Cambridge Investment Research Advisors, Inc. serves a diverse range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of Financial Professionals, offering both discretionary and non-discretionary management across multiple platforms and custodians.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Rebecca T

Series 63, Series 66

Windermere, FL

Cambridge Investment Research Advisors

Rebecca True is a financial advisor at Cambridge Investment Research Advisors with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Triad Advisors, Inc., Merrill, and Advest, Inc. True is a committee member of the Central Florida Foundation and owns True Capital Advisors, LLC. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors such as pension and charitable organizations. The firm provides financial planning, investment management, retirement plan advisory, and wrap-fee programs, operating through thousands of financial professionals and managing a multi-billion dollar asset base across multiple platforms.

Annuities Retirement plans for business owners (SEP, solo 401k)
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