Deland, FL Office

Team
Updated today

Client AUM

$134,619,620,347

Clients

355,872

Advisors

2

Of 3,913 advisors across 2,197 offices

Location

324 E Church St.

Deland FL 32724

Advisors at this office

2

Advisors at this office

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David L

Series 66

Deland, FL

Cambridge Investment Research Advisors

David Llewellyn is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 19 years of industry experience. He has been with Cambridge since 2010 and has owned independent advisory and wealth management businesses. Llewellyn is also a board member of a non-public entity involved in gifting services. 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 through a network of independent professionals. The firm offers various portfolio management options and proprietary model strategies while maintaining compliance and institutional features uncommon among peers.

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

Series 66

Deland, FL

Cambridge Investment Research Advisors

Mary Brown Thibodeau is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 18 years of industry experience. She has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2012. She serves as a board member of Hope Resource Center, a nonprofit pregnancy center and women’s health clinic in Deltona, FL. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services delivered through independent Financial Professionals using a variety of portfolio management and model-based solutions.

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