Calhoun, GA Curtis Pkwy. NE Office

Team
Updated today

Client AUM

$134,619,620,347

Clients

355,872

Advisors

2

Of 3,908 advisors across 2,203 offices

Location

276 Curtis Pkwy. NE

Calhoun GA 30701

Advisors at this office

2

Advisors at this office

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Dillon B

Series 66

Calhoun, GA

Cambridge Investment Research Advisors

Dillon Brock is a Series 66-licensed financial advisor with eight years of industry experience. He has worked at Cambridge Investment Research Advisors, Inc. since 2025 and was previously with Dempsey Lord Smith, LLC from 2018 to 2026. Brock serves as a board member of the Elevate Foundation and holds presidential roles at High Cotton Management and Appalachian Freight. 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 financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, utilizing proprietary and third-party strategies across multiple custody platforms.

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

CFP®, ChFC®, Series 63

Calhoun, GA

Cambridge Investment Research Advisors

Duvan Brock is a financial advisor at Cambridge Investment Research Advisors with 37 years of industry experience. He holds the CFP® and ChFC® designations and has been affiliated with Brock Financial Services Inc. since 2009. Outside of his advisory role, he serves as treasurer for both the Elevate 22 Foundation Inc. and the Church of Christ of Calhoun, Inc. Cambridge Investment Research Advisors serves a broad range of clients including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm offers various portfolio management solutions, including proprietary and third-party strategies, and supports both discretionary and non-discretionary 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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