Dothan, AL Office
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Cambridge Investment Research Advisors
Institution
Firm-wide stats for Cambridge Investment Research Advisors
About
Cambridge Investment Research Advisors is a large SEC-registered adviser that serves a broad mix of clients—individuals (including both non-HNW and high-net-worth clients), pension and profit‑sharing plans, charitable organizations, trusts and estates, and other retirement-plan sponsors—by offering financial planning, investment management, retirement plan advisory, and financial-wellness services. Services are delivered through a network of independent Financial Professionals and include direct portfolio management, wrap-fee programs (WealthPort), model-based solutions, and referrals to approved third‑party managers.
Investment implementation is offered across multiple custody and platform arrangements (CMAP, FlexMAP, WealthPort, UMA/CAAP) and can be either discretionary or non‑discretionary, with Financial Professionals tailoring strategies to client objectives. The firm maintains both proprietary model strategies under the Founders Gate Capital brand and access to unaffiliated strategists, and the brochure notes that some advisers use tactical approaches and, in a minority of cases, market‑timing services rather than only buy‑and‑hold allocations.
Noteworthy, and less common among peer institutions, is Cambridge’s explicit disclosure of affiliated‑strategy economics and related conflict‑of‑interest controls for Founders Gate Capital, along with documented advisor business relationships that include Financial Professionals who are attorneys or CPAs and may provide or refer legal and accounting services. The brochure also details institutional features tied to the firm’s scale—advisor transition loans/grants and equity participation arrangements, FDIC sweep options, and formal compliance and supervisory processes—which can materially shape how recommendations are selected and implemented.
Expertise
Location
203 Jamestowne Blvd., Ste 1
Dothan AL 36301
Advisors at this office
3
Advisors at this office
Anthony W
Series 63, Series 65
Dothan, AL
Cambridge Investment Research Advisors
Anthony Willoughby is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 27 years of industry experience, including roles at Kestra Financial Services and as a minority shareholder at Dominick Feld Hyde, P.C. Willoughby serves as a board member of the American Institute on Federal Taxation and is involved in community activities through St. Henry’s Catholic Church in Alabama. Cambridge Investment Research Advisors is a large SEC-registered firm serving a broad client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services delivered through independent Financial Professionals using a variety of portfolio management approaches and platform arrangements.
James T
Series 65
Dothan, AL
Cambridge Investment Research Advisors
James Todd is a Series 65-licensed financial advisor at Cambridge Investment Research Advisors with one year of industry experience. His prior work includes roles at Perennial South, LLC, the City of Dothan, and Wiregrass Realty, where he has been involved for three years. He also operates Todd Financial Services, LLC, an independent business. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing both discretionary and non-discretionary strategies across multiple platforms.
Stephen T
Series 66
Dothan, AL
Cambridge Investment Research Advisors
Stephen Todd is a financial advisor with Cambridge Investment Research Advisors in Dothan, Alabama, holding a Series 66 designation and 17 years of industry experience. He has been with Cambridge Investment Research entities since 2019 and previously worked at Kestra Financial Services from 2016 to 2019. Outside of his advisory role, he is an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services. The firm supports a range of investment strategies through various custody platforms and provides access to proprietary and third-party model portfolios.
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