Buford, GA Commerce Drive Office

Team
Updated today

Client AUM

$134,619,620,347

Clients

355,872

Advisors

2

Of 3,908 advisors across 2,203 offices

Location

4482 Commerce Drive, Ste. 107

Buford GA 30518

Advisors at this office

2

Advisors at this office

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Edward S

CFP®, Series 63, Series 65

Buford, GA

Cambridge Investment Research Advisors

Edward Seay is a Certified Financial Planner (CFP®) with 23 years of industry experience. He is affiliated with Cambridge Investment Research Advisors and has held roles at multiple firms, including Ameritas Investment Corp. and Capital Choice Financial Services. Outside of his advisory work, he is an independent insurance agent and the owner of Federal Pension and Retirement Advisors, LLC. Cambridge Investment Research Advisors serves a diverse client base ranging from individuals to institutional plans, providing financial planning, investment management, and retirement advisory services through a large network of independent professionals. The firm offers customizable investment strategies with multiple platform options and maintains proprietary and third-party model portfolios.

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

Series 65

Buford, GA

Cambridge Investment Research Advisors

Rekevian Mathis is a Series 65-licensed financial advisor with Cambridge Investment Research Advisors. He has one year of experience in the financial industry and has a background that includes service with the Cobb County Police Department. 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 advisory services through independent Financial Professionals using various portfolio 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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