Cumming, GA Atlanta Hwy. Office

Team
Updated today

Client AUM

$134,619,620,347

Clients

355,872

Advisors

3

Of 3,909 advisors across 2,197 offices

Location

2450 Atlanta Hwy., Ste. 801

Cumming GA 30040

Advisors at this office

3

Advisors at this office

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Timothy O

Series 63, Series 66

Cumming, GA

Cambridge Investment Research Advisors

Timothy Owens is a financial advisor at Cambridge Investment Research Advisors with 38 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at FSC Securities Corporation for 16 years. Outside of his advisory work, Owens is a certified shooting instructor teaching skeet and sporting clay shooting and serves as president of the Wolf Creek Park Homeowners Association. Cambridge Investment Research Advisors serves a diverse client base—including individuals, pension and profit-sharing plans, charitable organizations, and trusts—through financial planning, investment management, and retirement advisory services. The firm offers a range of portfolio management options, including proprietary models under the Founders Gate Capital brand and access to unaffiliated strategists, delivering strategies tailored to client objectives across multiple custody platforms.

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

Series 63, Series 66

Cumming, GA

Cambridge Investment Research Advisors

Todd Franks is a financial advisor with Cambridge Investment Research Advisors and holds the Series 63 and Series 66 designations. He has 29 years of industry experience, including 16 years with FSC Securities Corporation and over seven years at Cambridge Investment Research Advisors. Outside of his advisory role, he is a notary and owner of several small businesses, including F&F Financial Inc. and Market Worth LLC. 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. The firm employs a range of investment strategies through its network of independent Financial Professionals and offers both proprietary and third-party model portfolios.

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

Series 63, Series 65

Cumming, GA

Cambridge Investment Research Advisors

James Flanagan is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Prior to joining Cambridge in 2019, he spent 16 years at FSC Securities Corporation. Outside of advising, he is a part owner of F&F Financial Inc. and operates Flanagan Financial. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, pension plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers various investment strategies, including proprietary models and access to third-party managers, with both discretionary and non-discretionary options tailored to client objectives.

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