Galax, VA Office

Team
Updated today

Client AUM

$134,619,620,347

Clients

355,872

Advisors

2

Of 3,908 advisors across 2,203 offices

Location

411 N Main St

Galax VA 24333

Advisors at this office

2

Advisors at this office

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Christopher P

ChFC®, Series 63, Series 65

Galax, VA

Cambridge Investment Research Advisors

Christopher Porter is a financial advisor at Cambridge Investment Research Advisors with 33 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. Prior to joining Cambridge, he worked for Lincoln Financial Securities Corp for 15 years. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers a range of portfolio management and model-based solutions with both proprietary and third-party strategies across multiple custody and platform arrangements.

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

ChFC®, Series 63, Series 66

Galax, VA

Cambridge Investment Research Advisors

Lynn Funk is a financial advisor at Cambridge Investment Research Advisors with 30 years of industry experience. She holds the ChFC® designation and Series 63 and 66 licenses. Prior to joining Cambridge, she spent 15 years with Lincoln Financial Securities Corp. Funk serves as a board member of the National Association of Christian Financial Consultants. Cambridge Investment Research Advisors is an SEC-registered firm that provides financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm delivers services through a network of independent Financial Professionals utilizing a range of portfolio management and advisory solutions tailored to client objectives.

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