Frederick, MD Overlook Dr. Office

Team
Updated today

Client AUM

$134,619,620,347

Clients

355,872

Advisors

2

Of 3,909 advisors across 2,197 offices

Location

8118 Overlook Dr.

Frederick MD 21702

Advisors at this office

2

Advisors at this office

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Kevin M

Series 66

Frederick, MD

Cambridge Investment Research Advisors

Kevin Moore is a financial advisor with Cambridge Investment Research Advisors in Frederick, MD, holding a Series 66 designation and eight years of industry experience. Prior to joining Cambridge, he worked at the U.S. Army Medical Research Acquisition Activity. Outside of his advisory role, Moore is involved in several community organizations, serving as a board sergeant at arms for the Rotary Club of Carroll Creek and holding committee and board positions with Habitat for Humanity of Frederick County, Federated Charities, and Goodwill Industries. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services delivered through independent Financial Professionals, providing both discretionary and non-discretionary strategies and combining proprietary models with access to unaffiliated strategists.

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

Series 66

Frederick, MD

Cambridge Investment Research Advisors

Timothy Moore Sr. is a financial advisor with Cambridge Investment Research Advisors who holds a Series 66 designation and has 43 years of industry experience. He has worked with Cambridge since 2017 and previously spent three years at VOYA Financial Advisors. Outside of his advisory role, he serves as a permanent deacon providing church ministry and acts as a FINRA arbitrator. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a variety of portfolio management strategies and platform arrangements.

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