Greensboro, GA Lake Oconee Parkway Office

Joshua Harris is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, based in Greensboro, GA, with one year of industry experience. Prior to his current role, he worked with Federated Mutual Insurance Company and has experience in educational institutions, including coaching at Pickens County Schools. He is currently involved as a football coach at Pickens High School. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers a range of financial planning and investment management services through a network of independent professionals, using multiple platform arrangements and proprietary and third-party model strategies tailored to client objectives.

James Fallon is a financial advisor at Cambridge Investment Research Advisors with 31 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. He serves as a board member for a music and publishing company and for a technology services firm. Cambridge Investment Research Advisors is a large SEC-registered adviser serving individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using a variety of portfolio management and advisory platforms.