Auburn, AL Ogletree Village Lane Office

Team
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Cambridge Investment Research Advisors

Institution

Firm-wide stats for Cambridge Investment Research Advisors

Total advisors

3,909

Across 2,200 offices

Clients per advisor

91 Typical

Avg AUM per client

$378,281 Low

HNW client ratio

13% Typical

About

Cambridge Investment Research Advisors is a large SEC-registered adviser that serves a broad mix of clients—individuals (including both non-HNW and high-net-worth clients), pension and profit‑sharing plans, charitable organizations, trusts and estates, and other retirement-plan sponsors—by offering financial planning, investment management, retirement plan advisory, and financial-wellness services. Services are delivered through a network of independent Financial Professionals and include direct portfolio management, wrap-fee programs (WealthPort), model-based solutions, and referrals to approved third‑party managers.

Investment implementation is offered across multiple custody and platform arrangements (CMAP, FlexMAP, WealthPort, UMA/CAAP) and can be either discretionary or non‑discretionary, with Financial Professionals tailoring strategies to client objectives. The firm maintains both proprietary model strategies under the Founders Gate Capital brand and access to unaffiliated strategists, and the brochure notes that some advisers use tactical approaches and, in a minority of cases, market‑timing services rather than only buy‑and‑hold allocations.

Noteworthy, and less common among peer institutions, is Cambridge’s explicit disclosure of affiliated‑strategy economics and related conflict‑of‑interest controls for Founders Gate Capital, along with documented advisor business relationships that include Financial Professionals who are attorneys or CPAs and may provide or refer legal and accounting services. The brochure also details institutional features tied to the firm’s scale—advisor transition loans/grants and equity participation arrangements, FDIC sweep options, and formal compliance and supervisory processes—which can materially shape how recommendations are selected and implemented.

Based on Cambridge Investment Research Advisors

Expertise

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

Based on Cambridge Investment Research Advisors

Occupation focus

Self-Employed

Based on Cambridge Investment Research Advisors

Location

1224 Ogletree Village Lane

Auburn AL 36830

Advisors at this office

8

Advisors at this office

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Benjamin P

Series 66

Auburn, AL

Cambridge Investment Research Advisors

Benjamin Porter is a financial advisor at Cambridge Investment Research Advisors in Auburn, Alabama. He holds a Series 66 designation and has prior experience working at Goodwyn Mills Cawood, LLC, Chptr, LLC, Southern Power, and Auburn University. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, utilizing multiple custody platforms and a mix of proprietary and third-party investment strategies.

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

Series 63, Series 65

Auburn, AL

Cambridge Investment Research Advisors

Keith Pridgen is a financial advisor with Cambridge Investment Research Advisors in Auburn, AL, holding Series 63 and Series 65 licenses and 29 years of industry experience. Prior to joining Cambridge in 2017, he worked with Signator Investors and operated the Wilson Investment Group. He is also a licensed insurance agent for various independent companies. Cambridge Investment Research Advisors serves a broad client base including individuals, retirement plans, charities, and trusts, providing financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm offers diverse investment options and maintains both proprietary and third-party model strategies while implementing structured compliance and supervisory processes.

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

Series 66

Auburn, AL

Cambridge Investment Research Advisors

Christopher Prestridge is a Series 66-credentialed financial advisor with 13 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2017. He previously worked at Signator Investors, Inc. and holds roles on the Auburn City Board of Education and the executive team of Cornerstone Church. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers a range of financial planning and investment management services delivered through independent financial professionals, utilizing both proprietary and third-party strategies tailored to client objectives.

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

CFP®, Series 66

Auburn, AL

Cambridge Investment Research Advisors

Benjamin Presley is a CFP® professional with three years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His prior roles include positions at Davis Bingham Hudson and Buckner and involvement with Rent Gear Here. Outside of his advisory work, Presley cohosts the Entrusted Podcast, focusing on topics unrelated to investment. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and related advisory services through a network of independent professionals. The firm offers multiple portfolio management solutions and supports both discretionary and non-discretionary investment approaches tailored to client objectives.

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

CFP®, Series 63

Auburn, AL

Cambridge Investment Research Advisors

Matthew Clegg is a CFP®-credentialed financial advisor with 25 years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors, where he has worked since 2017. Prior to that, he spent a year with Signator Investors, Inc. Outside of his advisory work, Clegg serves on the Industrial Development Board of the City of Auburn and is a board member of Leadership Alabama. 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 advisory through independent Financial Professionals, utilizing various platform arrangements and a combination of proprietary and third-party strategies.

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

Series 63

Auburn, AL

Cambridge Investment Research Advisors

Bradley Wilson is a financial advisor at Cambridge Investment Research Advisors with 27 years of industry experience. He holds a Series 63 designation and has been with Cambridge since 2017, following a year at Signator Investors. Outside of his advisory role, he serves as Vice Chairman of the Auburn Water Works Board and is Treasurer of Friends of Ron Anders. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering services such as financial planning, investment management, and retirement plan advisory. The firm provides a range of investment solutions through independent Financial Professionals, utilizing proprietary and third-party strategies across multiple platform arrangements.

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

Series 66

Auburn, AL

Cambridge Investment Research Advisors

Crawford Tatum III is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and one year of industry experience. His background includes roles in agriculture and marketing cooperatives, as well as ownership interests in several agriculture-related ventures. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations by providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers a range of investment solutions, including discretionary and non-discretionary strategies, proprietary models, and access to unaffiliated managers.

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

James W

Series 63, Series 65

Auburn, AL

Cambridge Investment Research Advisors

James Webb Jr. is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 43 years of industry experience, including 10 years with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Webb serves as chairman of the advisory board for the Phi Delta Theta Alabama Chapter. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals using a range of 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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