Glendale, AZ N. 79th Avenue Office

Team
Updated today

Client AUM

$134,619,620,347

Clients

355,872

Advisors

4

Of 3,909 advisors across 2,198 offices

Location

17505 N. 79th Avenue, Ste. 305 A

Glendale AZ 85308

Advisors at this office

4

Advisors at this office

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Russell H

Series 63, Series 65

Glendale, AZ

Cambridge Investment Research Advisors

Russell Harris is a financial advisor with Cambridge Investment Research Advisors in Glendale, AZ, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He was previously with First Financial Equity Corporation for 12 years before joining Cambridge in 2022. In addition to his advisory role, he is engaged as an insurance agent and operates under the trade name Arrowhead Financial Services. Cambridge Investment Research Advisors serves a broad client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm offers various portfolio management options through a network of independent Financial Professionals, utilizing both proprietary and third-party strategies with flexible custody and platform arrangements.

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

Series 63, Series 65

Glendale, AZ

Cambridge Investment Research Advisors

Robert Courter is a financial advisor with Cambridge Investment Research Advisors in Glendale, AZ, holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. Prior to joining Cambridge Investment Research in 2022, he spent 10 years at First Financial Equity Corporation. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm delivers customized investment solutions via multiple platforms and includes both 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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Michael F

Series 63, Series 65

Glendale, AZ

Cambridge Investment Research Advisors

Michael Federico is a financial advisor with Cambridge Investment Research Advisors in Glendale, AZ, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Inc. and First Financial Equity Corp. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides various portfolio management options and employs a range of investment strategies, including proprietary model portfolios and access to third-party managers.

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

Series 63, Series 66

Glendale, AZ

Cambridge Investment Research Advisors

William Newbury is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He previously worked at First Financial Equity Corporation for 10 years before joining Cambridge in 2022. His other business activities include serving as an insurance agent and operating under a trade name within the financial services sector. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, by offering financial planning, investment management, and retirement advisory services through a large network of independent professionals. The firm employs various investment strategies, including proprietary models and third-party managers, and provides both discretionary and non-discretionary portfolio management tailored to client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
View complete list of advisors at this office
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