Athens, GA Office

Trey Kelly is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, based in Athens, GA. He has one year of industry experience and previously worked at Columbus State University and Upson-Lee High School. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing both proprietary and third-party model strategies across multiple custody and platform arrangements.

Dennis Bradberry is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with Cambridge since 2016. Outside of his advisory role, he is involved in a dump truck hauling business and holds ownership interests in other business entities. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, utilizing various custody platforms and both proprietary and unaffiliated investment strategies.

Akshay Patel is a financial advisor with Cambridge Investment Research Advisors in Athens, GA, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Athens West Cleaners and Chestatee Golf Club, as well as employment related to investment and trading activities with Mitchell Investment Group. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base with financial planning, investment management, and retirement plan advisory services. The firm offers a variety of investment implementation options, including proprietary models and access to third-party strategists, tailored through a network of independent Financial Professionals.

Patrick Mitchell is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 34 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2016. Outside of his advisory role, he is also an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing proprietary and third-party model strategies across multiple platform arrangements.

Mark Mitchell is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 34 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research since 2016. Outside of his advisory role, he is involved as an owner and partner in several business ventures, including a company funding producer education and appreciation activities. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm provides financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, offering a range of portfolio management options and proprietary as well as third-party model strategies.