Connellsville, PA Office

Team
Updated today

Client AUM

$134,619,620,347

Clients

355,872

Advisors

2

Of 3,913 advisors across 2,200 offices

Location

815 C Memorial

Connellsville PA 15425

Advisors at this office

2

Advisors at this office

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Donald F

Series 63, Series 65

Connellsville, PA

Cambridge Investment Research Advisors

Donald Fetsko Jr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2019 and previously held positions at Trustmont Financial Group and Citizens Securities. Outside of his advisory role, he serves as Marketing Director for a family-owned business, A&I Fire. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, providing both discretionary and non-discretionary portfolio management across multiple platforms.

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

Series 63

Connellsville, PA

Cambridge Investment Research Advisors

Max House Jr. is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and over 40 years of industry experience. He has worked at Cambridge since 2018 and previously spent 18 years with Trustmark Financial Group. House serves as president of the Connellsville Chamber of Commerce, is a board member of Highlands Hospital and the FayPenn Economic Development Council, and owns House Financial LLC. 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 a network of independent professionals, utilizing a variety 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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