Amarillo, TX Office

Team
Updated today

Client AUM

$134,619,620,347

Clients

355,872

Advisors

2

Of 3,908 advisors across 2,203 offices

Location

7649 Hillside, Ste. 200

Amarillo TX 79119

Advisors at this office

2

Advisors at this office

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Austin S

Series 66

Amarillo, TX

Cambridge Investment Research Advisors

Austin Smith is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 13 years of industry experience, having previously worked at Kestra Financial, Inc. and LPL Financial. Outside of his advisory work, he is also active as a football official. Cambridge Investment Research Advisors is a large SEC-registered firm serving a broad range of clients, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent Financial Professionals, utilizing various portfolio management and model-based solutions tailored to client objectives.

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

Series 63, Series 65

Amarillo, TX

Cambridge Investment Research Advisors

Charles Smith Jr. is a financial advisor with Cambridge Investment Research Advisors and holds the Series 63 and Series 65 designations. He has 34 years of industry experience, including prior roles at Kestra Financial, Inc., and LPL Financial, LLC. Outside of his advisory work, Smith owns Genesis Financial Group, a trade name entity based in Amarillo, TX, and serves as a board member for a local homeowners association. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing a range of portfolio management options across various custody and platform arrangements.

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