Fort Worth, TX Ridgmar Boulevard Office

Team
Updated today

Client AUM

$134,619,620,347

Clients

355,872

Advisors

2

Of 3,913 advisors across 2,197 offices

Location

2525 Ridgmar Boulevard Suite 400

Fort Worth TX 76116

Advisors at this office

2

Advisors at this office

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Gregory C

Series 63

Fort Worth, TX

Cambridge Investment Research Advisors

Gregory Clifton is a financial advisor with Cambridge Investment Research Advisors in Fort Worth, TX, holding a Series 63 designation and 42 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research Inc. since 2014 and has operated Clifton Capital Partners, Inc. since 1998. Outside of financial advising, he serves as chairman of the board for Texas Family Musicals, a nonprofit organization, and is involved in several automotive businesses focused on buying, restoring, and selling collector cars. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and other clients through independent Financial Professionals. The firm offers a range of financial planning, investment management, and retirement advisory services using both proprietary and unaffiliated model strategies across multiple platform arrangements.

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

CFP®, Series 63

Fort Worth, TX

Cambridge Investment Research Advisors

Daniel Riecker is a CFP® with 12 years of industry experience and is currently affiliated with Cambridge Investment Research Advisors. His career includes roles at Fidelity Investments and Waddell & Reed, with over six years at Cambridge Investment Research firms. Cambridge Investment Research Advisors serves 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 through independent Financial Professionals, utilizing a range of 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
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