Alpharetta, GA Office

Team
Updated today

Client AUM

$134,619,620,347

Clients

355,872

Advisors

2

Of 3,909 advisors across 2,197 offices

Location

Alpharetta GA

Advisors at this office

2

Advisors at this office

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Anthony V

Series 66

Alpharetta, GA

Cambridge Investment Research Advisors

Anthony Van Gelder is a financial advisor with Cambridge Investment Research Advisors in Alpharetta, GA, holding a Series 66 designation and seven years of industry experience. Prior to joining Cambridge, he worked at Philips Electronics Australia Limited for five years. Van Gelder serves as treasurer of the Alpharetta Rotary Club and is a board member of Futures Church. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing various portfolio management strategies and platform arrangements.

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

Series 66

Alpharetta, GA

Cambridge Investment Research Advisors

Mark Diver is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, based in Alpharetta, GA. He has four years of industry experience and has worked with Cambridge since 2019 in various capacities. Diver is also involved as a member of Seaboard Capital Group LLC and acts as an independent insurance agent in addition to his advisory roles. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, retirement plan advisory, and financial-wellness services. The firm supports its network of independent Financial Professionals with multiple investment platforms, proprietary and third-party model strategies, and offers both discretionary and non-discretionary portfolio management.

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