Buford, GA West Moreno St. Office

Team
Updated today

Client AUM

$134,619,620,347

Clients

355,872

Advisors

3

Of 3,909 advisors across 2,197 offices

Location

4860 West Moreno St.

Buford GA 30518

Advisors at this office

3

Advisors at this office

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Garrett F

Series 65

Buford, GA

Cambridge Investment Research Advisors

Garrett Futch is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He holds a Series 65 designation and previously worked at SFI Advisors, LLC, Dooley's, and several other companies. 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 advisory services through a network of independent Financial Professionals, utilizing various platform arrangements 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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Christopher S

CFP®, Series 65, Series 63

Buford, GA

Cambridge Investment Research Advisors

Christopher Sampers is a financial advisor with Cambridge Investment Research Advisors and holds the CFP® designation. He has 29 years of industry experience and has worked at several firms including Private Client Services and Kestra Advisory. Outside of his advisory work, he is the owner of Strategis Advisory Group, which focuses on insurance, benefits, and human resources. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals and provides a variety of investment implementation options across multiple custody platforms.

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

CFP®, Series 65

Buford, GA

Cambridge Investment Research Advisors

Connor Tarleton is a CFP® with five years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors. Prior to joining Cambridge, he worked at SFI Advisors, LLC, and Northwestern Mutual. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent Financial Professionals, utilizing a range of portfolio management strategies and platform arrangements.

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