Bluffton, SC Office

Team
Updated today

Client AUM

$134,619,620,347

Clients

355,872

Advisors

2

Of 3,909 advisors across 2,197 offices

Location

Bluffton SC

Advisors at this office

2

Advisors at this office

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Emily P

Series 65

Bluffton, SC

Cambridge Investment Research Advisors

Emily Posch is a Series 65-licensed financial advisor with Cambridge Investment Research Advisors, where she has worked since 2025. She has one year of industry experience and previously held roles at Carda Health, Recora, Tenet Healthcare, and AlphaGraphics Savannah. Outside of her advisory work, she is involved with Carda Health, a healthcare-related enterprise. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, utilizing various custody platforms and both 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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William M

CFP®, Series 63, Series 65

Bluffton, SC

Cambridge Investment Research Advisors

William Mumpower is a CFP® with 42 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2019. Prior to joining Cambridge, he spent 20 years with Guardian Life. He is a committee member of the Hampton Hall Club in Bluffton, SC, where he is based. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a wide range of clients including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a variety of discretionary and non-discretionary investment platforms and strategies.

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