Fulton, MO Office

Team
Updated today

Client AUM

$134,619,620,347

Clients

355,872

Advisors

3

Of 3,908 advisors across 2,203 offices

Location

9 East 5th Street

Fulton MO 65251

Advisors at this office

3

Advisors at this office

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Jacob W

Series 66

Fulton, MO

Cambridge Investment Research Advisors

Jacob Walters is a financial advisor at Cambridge Investment Research Advisors with four years of industry experience. He holds the Series 66 designation and has worked at firms including LPL Financial, Convergence Financial, and MassMutual. Walters is also the owner of Walters Wealth Management LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations by providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of investment solutions through independent Financial Professionals, utilizing various custody and platform arrangements and proprietary as well as third-party strategies.

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

Series 63, Series 65

Fulton, MO

Cambridge Investment Research Advisors

Adam Bethel is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His career includes prior roles at Convergence Financial, LPL Financial LLC, and National Planning Corporation. Bethel is also an author and educator, having written "The Strong Family Formula" and engaging in podcasting and speaking activities. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a broad range of clients, including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using a variety of portfolio management and model-based solutions.

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

Series 66

Fulton, MO

Cambridge Investment Research Advisors

Ashli Eaves is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at LPL Financial, Convergence Financial LLC, and Northwestern Mutual. Outside of her advisory work, she is an author, educator, podcast host, and serves on multiple nonprofit boards including the CALE Impact Foundation and Friends of the Atelier. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes 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 professionals, utilizing a range of discretionary and non-discretionary 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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