Bellevue, WA Lake Bellevue Office

Perry Smith is a ChFC® credentialed financial advisor with 41 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2007. He has a long-standing career that includes nearly five decades with Travelers Insurance Company and has operated Perry L. Smith Consulting since 1989, providing business consulting and tax planning services. In addition to his advisory work, he is an independent insurance agent specializing in life and term universal life insurance products. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm utilizes a range of investment platforms and provides both proprietary and third-party model strategies tailored to client objectives.

Barbara Crnkovich Smith is a financial advisor at Cambridge Investment Research Advisors with 23 years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. In addition to her advisory role, she is involved with Perry L Smith Consulting as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm provides a range of investment implementation options across multiple platforms, combining proprietary and third-party strategies tailored to client objectives.

Robert Mc Allister is a Series 66-credentialed financial advisor at Cambridge Investment Research Advisors with one year of industry experience. Prior to joining Cambridge, he worked at Federal Express and has been president of West Seattle Mortgage, Inc. since 2002. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using a variety of portfolio management strategies and platforms.