Brandon, FL North Moon Ave. Office

Team
Updated today

Client AUM

$134,619,620,347

Clients

355,872

Advisors

5

Of 3,909 advisors across 2,198 offices

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 financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 21 years of industry experience, including prior roles at Royal Alliance Associates and Signator Investors. Outside of his advisory work, he serves as Treasurer for Hanna LeMar and Morris CPAs PA, a position he has held since 1997. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, providing both proprietary and third-party model 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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Robert S

Series 66

Brandon, FL

Cambridge Investment Research Advisors

Robert Stark is a financial advisor with Cambridge Investment Research Advisors and holds the Series 66 designation. He has 21 years of industry experience and has worked with firms including Royal Alliance Associates and Signator Investors. Outside of his advisory role, he volunteers with the Brandon Sports and Aquatic Center and owns Bobby Stark Financial Planning, LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, retirement plan advisory, and financial wellness services. The firm offers a range of investment solutions through a network of independent Financial Professionals, utilizing both proprietary and unaffiliated model 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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Charles T

ChFC®, Series 63

Brandon, FL

Cambridge Investment Research Advisors

Charles Thurman is a financial advisor with Cambridge Investment Research Advisors and holds the ChFC® designation along with a Series 63 license. He has 37 years of industry experience, including roles at Royal Alliance Associates, Signator Investors, and his long-standing involvement with Pioneer Financial Associates. Thurman is also licensed as an insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services delivered through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

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

CFP®, Series 63

Brandon, FL

Cambridge Investment Research Advisors

Robert Stark is a CFP® with 42 years of industry experience, currently serving as an advisor at Cambridge Investment Research Advisors since 2022. His prior roles include positions at Royal Alliance Associates and Signator Investors. He is also the president and owner of Pioneer Financial Associates Inc. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers a variety of investment strategies and delivery platforms, including proprietary models and third-party manager referrals, tailored to client objectives.

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

Series 63

Brandon, FL

Cambridge Investment Research Advisors

Gustavo Delgado Alicea is a Series 63-licensed financial advisor with 30 years of industry experience. He is currently with Cambridge Investment Research Advisors, where he has worked since 2020. His prior experience includes roles at Cetera Advisor Networks LLC, Summit Financial Group Inc, and Summit Brokerage Services. Outside his advisory work, he is the owner and president of Sellers Financial Services, Inc. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, trusts, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services. The firm provides various investment implementation options through multiple custody platforms and employs both proprietary and unaffiliated model strategies.

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