Brandon, FL North Moon Ave. Office

Team
Updated today
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Cambridge Investment Research Advisors

Institution

Firm-wide stats for Cambridge Investment Research Advisors

Total advisors

3,911

Across 2,198 offices

Clients per advisor

91 Typical

Avg AUM per client

$378,281 Low

HNW client ratio

13% Typical

About

Cambridge Investment Research Advisors, Inc. serves a broad mix of individual and institutional clients — including pension and charitable organization clients — by providing financial planning, ongoing 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 while offering account implementation across multiple platforms and custodians.

The firm supports both discretionary and non‑discretionary management via platforms described in the brochure (CMAP, FlexMAP and the WealthPort wrap program), offers access to unaffiliated third‑party advisers and sub‑advisors, and maintains proprietary model strategies under the Founders Gate Capital brand. The brochure also notes some Financial Professionals offer tactical services such as market‑timing strategies and that a subset of advisers maintain outside professional practices (including accounting and legal services) and may refer clients to those practices.

Notable distinctions in the brochure include the firm’s development and distribution of affiliated model strategies (Founders Gate Capital), with disclosed strategist fees and related conflict‑of‑interest procedures, and detailed governance around platform and third‑party relationships. The brochure also discloses recent regulatory matters — including an SEC consent with restitution and penalties totaling approximately $13.2 million (2025) and a Delaware consent order with penalties and restitution of about $1.05 million (2026) — and describes supervisory and procedural changes the firm has put in place.

Based on Cambridge Investment Research Advisors

Expertise

Annuities Retirement plans for business owners (SEP, solo 401k)

Based on Cambridge Investment Research Advisors

Location

138 North Moon Ave., Ste. A

Brandon FL 33510

Advisors at this office

5

Advisors at this office

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David L

Series 66

Brandon, FL

Cambridge Investment Research Advisors

David Lemar Jr. is a Series 66 licensed financial advisor with over 21 years of industry experience. He is currently with Cambridge Investment Research Advisors and previously worked at Royal Alliance Associates and Signator Investors. In addition to his advisory roles, he serves as Treasurer at Hanna LeMar and Morris CPAs PA. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual investors, pension funds, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and provides access to unaffiliated third-party advisers and proprietary model strategies.

Annuities Retirement plans for business owners (SEP, solo 401k)
user avatar

Robert S

Series 66

Brandon, FL

Cambridge Investment Research Advisors

Robert Stark is a Series 66-licensed financial advisor with 21 years of industry experience. He is currently with Cambridge Investment Research Advisors, where he has worked since 2022. His prior experience includes roles at Royal Alliance Associates, Signator Investors, Transamerica Financial Advisors, and LPL Financial. Stark is also involved in volunteer work with the Brandon Sports and Aquatic Center, Inc. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors such as pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a network of thousands of Financial Professionals and manages a multi-billion dollar asset base.

Annuities Retirement plans for business owners (SEP, solo 401k)
user avatar

Charles T

ChFC®, Series 63

Brandon, FL

Cambridge Investment Research Advisors

Charles Thurman is a ChFC® credentialed financial advisor with 37 years of industry experience. He is currently with Cambridge Investment Research Advisors and has prior experience at Royal Alliance Associates, Signator Investors, and Pioneer Financial Associates. Outside of his advisory work, he has been involved as an insurance agent and owner of a related business entity. Cambridge Investment Research Advisors serves both individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports a wide range of account implementation options and proprietary model strategies under the Founders Gate Capital brand.

Annuities Retirement plans for business owners (SEP, solo 401k)
user avatar

Robert S

CFP®, Series 63

Brandon, FL

Cambridge Investment Research Advisors

Robert Stark is a CFP®-designated financial advisor with 42 years of industry experience. He is currently with Cambridge Investment Research Advisors, where he has worked since 2022, following prior roles at Royal Alliance Associates, Signator Investors, Transamerica Financial Advisors, and LPL Financial. Stark is also involved in entrepreneurial financial ventures, including owning and operating Pioneer Financial Associates Inc. and ONE STOP FINANCIAL. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of financial professionals and offers access to various investment platforms, proprietary model strategies, and unaffiliated third-party advisers.

Annuities Retirement plans for business owners (SEP, solo 401k)
user avatar

Gustavo D

Series 63

Brandon, FL

Cambridge Investment Research Advisors

Gustavo Delgado Alicea is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and offering 30 years of industry experience. He has previously worked with firms including Cetera Advisor Networks, Summit Financial Group, J P Turner & Company Capital Management, JESUP & LAMONT Advisors, and LPL Financial. Outside of his advisory role, he is the owner and president of Sellers Financial Services, Inc. Cambridge Investment Research Advisors serves a diverse client base of individual and institutional investors, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through a large network of financial professionals and offers access to multiple platforms, proprietary model strategies, and third-party sub-advisors.

Annuities Retirement plans for business owners (SEP, solo 401k)
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