Columbia, TN Office

Team
Updated today

Client AUM

$134,619,620,347

Clients

355,872

Advisors

2

Of 3,909 advisors across 2,198 offices

Location

Columbia TN

Advisors at this office

2

Advisors at this office

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Benjamin D

Series 65

Columbia, TN

Cambridge Investment Research Advisors

Benjamin Davidson is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He previously worked at Ramsey Solutions for eight years and Ascential Care Partners for two years. Davidson holds a Series 65 designation. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals and provides both proprietary and third-party model strategies with various custody and platform options.

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

Series 66, Series 63

Columbia, TN

Cambridge Investment Research Advisors

Emily Henry is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Cambridge, she worked at Jackson National Life Distributors and SKC Financial Group. Outside of finance, she has experience with B9 Models and Opry Entertainment. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers a range of investment implementations, including proprietary models and third-party strategies, with options for discretionary or non-discretionary management tailored to client objectives.

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