Fountainville, PA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$134,619,620,347
ClientsTotal clients
355,872
AdvisorsAdvisors at this office
3
Of 3,913 advisors across 2,197 offices
Location
5033 Swamp Road, Suite 503
Fountainville PA 18923
Advisors at this office
3
Advisors at this office
William K
CFP®, Series 63, Series 65
Fountainville, PA
Cambridge Investment Research Advisors
William Krempa is a CFP® professional with 36 years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and previously worked at Ic Advisory Services, Inc. and The Investment Center, Inc. Outside of his advisory role, he is involved in a family-operated racing business. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and custody arrangements.
Eric J
ChFC®, Series 66
Fountainville, PA
Cambridge Investment Research Advisors
Eric Jay is a ChFC® and Series 66 credentialed financial advisor with 37 years of industry experience. He has been with Cambridge Investment Research Advisors since 2006. In addition to his advisory role, he operates as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements.
A K
Series 63, Series 65
Fountainville, PA
Cambridge Investment Research Advisors
A Krempa III is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His career includes long-term roles at Ic Advisory Services, Inc. and The Investment Center, Inc., along with ownership of Krempa Associates, Inc. He also serves as a committee member at Our Lady of the Sacred Heart Catholic Church. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through independent financial professionals, employing a range of portfolio management strategies and multiple platform arrangements.
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