Columbus, OH Executive Dr Office

Team
Updated today

Client AUM

$134,619,620,347

Clients

355,872

Advisors

3

Of 3,909 advisors across 2,197 offices

Location

4656 Executive Dr, Ste 100

Columbus OH 43220

Advisors at this office

3

Advisors at this office

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Christopher G

Series 63

Columbus, OH

Cambridge Investment Research Advisors

Christopher Gill is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and more than 26 years of industry experience. He has been with Cambridge since 2011, serving in advisory roles primarily through their affiliated entities. Outside of advising, Gill is a musician who performs guitar and vocals at clubs and events. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm offers multiple investment platforms and solutions, with both discretionary and non-discretionary 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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Larry Q

Series 63

Columbus, OH

Cambridge Investment Research Advisors

Larry Queen is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and over 48 years of industry experience. He has been affiliated with Cambridge Investment Research Advisors and related entities since 2011. Outside of his advisory work, he is involved in property management and is a partner in a building management business in Columbus, Ohio. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm offers a range of investment solutions including discretionary and non-discretionary portfolio management, proprietary model strategies, and access to third-party managers.

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

CFP®, ChFC®, Series 63, Series 65

Columbus, OH

Cambridge Investment Research Advisors

Thomas Bates is a CFP® and ChFC® with 44 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2011. He has experience as an independent insurance agent and holds leadership roles in nonprofit organizations, including serving as president of the board for A+ Arts Academy and the alumni board for Delta Upsilon Fraternity. Bates is also involved in managing office rental properties and consulting for a private construction firm. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and estates. The firm offers financial planning, investment management, and retirement plan advisory services through a wide network of independent professionals, utilizing a variety of direct portfolio management and model-based solutions tailored to client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
View complete list of advisors at this office
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