Frederick, MD Little Spring Way 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
2
Of 3,909 advisors across 2,197 offices
Location
5734 Little Spring Way
Frederick MD 21704
Advisors at this office
2
Advisors at this office
Terrence T
Series 63, Series 65
Frederick, MD
Cambridge Investment Research Advisors
Terrence Taylor is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 26 years of industry experience. His prior roles include positions at Lincoln Financial Securities, Eagle Strategies (NY Life), and New York Life Insurance Company, as well as operating Taylor Financial Associates since 2009. In addition to his advisory work, he is an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a variety of portfolio management strategies and platform arrangements tailored to client objectives.
June B
Series 65, Series 63
Frederick, MD
Cambridge Investment Research Advisors
June Burton is a financial advisor at Cambridge Investment Research Advisors with two years of industry experience. She holds Series 65 and Series 63 licenses. Her prior work experience includes roles at New York Life Insurance Company and NYLife Securities LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a broad range of clients, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, utilizing a variety of portfolio management strategies and platform arrangements.
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