Fresno, CA E Locust Ave. Office

Team
Updated today

Client AUM

$134,619,620,347

Clients

355,872

Advisors

2

Of 3,908 advisors across 2,203 offices

Location

575 E Locust Ave., Ste 202

Fresno CA 93720

Advisors at this office

2

Advisors at this office

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Adam K

Series 63, Series 66

Fresno, CA

Cambridge Investment Research Advisors

Adam Kim is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 credentials. He has 25 years of industry experience, including prior roles at Equitable Advisors and Axa Advisors. Kim serves as a board member at Vanguard University. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent financial professionals and provides multiple investment implementation options, including proprietary and third-party strategies.

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

Series 63, Series 65

Fresno, CA

Cambridge Investment Research Advisors

Richard Imamura is a financial advisor at Cambridge Investment Research Advisors with 28 years of industry experience. He holds the Series 63 and Series 65 credentials. His prior roles include positions at Equitable Advisors and Axa Advisors. Outside of his advisory work, he is involved in local judo organizations in Fresno, serving as an administrative agent for the Fresno State Judo Club and promotion chairman for the San Joaquin Valley Judo Association, and he also teaches at California State University, Fresno. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, retirement plan advisory, and financial wellness services. The firm supports a range of investment approaches through various custody platforms and offers proprietary and third-party model strategies.

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