Athens, GA Office

Trey Kelly is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He holds a Series 66 designation and previously attended Columbus State University. Cambridge Investment Research Advisors serves a diverse client base, including individual investors and institutional clients such as pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals.

Dennis Bradberry is a financial advisor with Cambridge Investment Research Advisors in Athens, GA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with Cambridge since 2016, following three years at Transamerica Financial Advisors. Outside of his advisory role, he is involved in a dump truck hauling business based in Athens, GA. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of Financial Professionals and manages a multi-billion dollar asset base, providing access to multiple platforms, custodians, and proprietary model strategies.

Akshay Patel is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and five years of industry experience. He has worked with Cambridge Investment Research since 2021 and has prior experience in various roles including positions outside finance. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through thousands of professionals managing a multi-billion dollar asset base across multiple platforms.

Patrick Mitchell is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. He has 34 years of industry experience, including 13 years at Transamerica Financial Advisors and over 10 years with Cambridge. Outside of his advisory role, he works as an independent insurance agent for various companies. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports discretionary and non-discretionary management across multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.

Mark Mitchell is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 license and 34 years of industry experience. He has worked at Cambridge since 2016 and previously spent 13 years at Transamerica Financial Advisors. Outside of his advisory role, he is an owning partner in an LLC that funds producer education and also holds licensure as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals and institutional clients such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals, managing a multi-billion dollar asset base across multiple platforms and custodians.