Boca Raton, FL Office

Gary Fox is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 40 years of industry experience, including 30 years with FCG Advisors, LLC. Outside of his advisory work, he serves on the board of the charitable organization Special Strides and holds leadership roles with community associations in Boca Raton, Florida. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing both discretionary and non-discretionary strategies across multiple platform arrangements.

Robert Chen is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 credential and over 21 years of industry experience. He has worked at several firms including SagePoint Financial, Inc. and Principal Life Insurance Company, and serves as president of RMC Wealth Strategics & Financial Services LLC. 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 provides a range of portfolio management options and model-based investment solutions, supported by institutional features such as advisor transition programs and compliance processes.

Thomas Arcuik is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 credentials. He has 46 years of industry experience, including 17 years at Cantella & Co., Inc., before joining Cambridge in 2022. 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 using various portfolio management and model-based approaches.

Donald Harivel is a financial advisor with Cambridge Investment Research Advisors based in Boca Raton, FL. He holds a Series 65 designation and has 43 years of industry experience. His career includes positions at LPL Financial, Grove Point Investments LLC, and SII Investments. 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 a range of portfolio management strategies and platform arrangements tailored to client objectives.