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Donald C

Series 66

Xenia, OH

Cambridge Investment Research Advisors

Donald Cain is a financial advisor at Cambridge Investment Research Advisors with 25 years of industry experience. He holds the Series 66 designation and has been with Cambridge Investment Research Advisors since 2011. In addition to his advisory role, he works as an independent insurance agent through Montgomery Insurance & Investment Agency Inc. since 2000. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports discretionary and non-discretionary management with access to multiple platforms and third-party advisers, and it manages proprietary model strategies under the Founders Gate Capital brand.

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

Series 66

Xenia, OH

Cambridge Investment Research Advisors

Nathan Saner is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has one year of industry experience and has worked at Cambridge Investment Research Advisors, PNC Investments, PNC Bank, Montgomery Insurance & Investments, and Wright State University. Cambridge Investment Research Advisors serves a diverse client base including individual, institutional, pension, and charitable organizations by offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and provides access to multiple platforms and third-party advisors, including proprietary model strategies under the Founders Gate Capital brand.

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

Series 66

Xenia, OH

Cambridge Investment Research Advisors

Kent Montgomery is a financial advisor at Cambridge Investment Research Advisors with six years of industry experience. He holds the Series 66 designation and previously worked at The Ohlmann Group. Outside of the financial sector, he is active as a musician, performing as a guitarist and vocalist in multiple local groups and tribute acts. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of account implementation platforms and proprietary model strategies through a large network of financial professionals.

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