Harrisonburg, VA Virginia Ave Office
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Cambridge Investment Research Advisors
Institution
Firm-wide stats for Cambridge Investment Research Advisors
About
Cambridge Investment Research Advisors is a large SEC-registered adviser that serves a broad mix of clients—individuals (including both non-HNW and high-net-worth clients), pension and profit‑sharing plans, charitable organizations, trusts and estates, and other retirement-plan sponsors—by offering financial planning, investment management, retirement plan advisory, and financial-wellness services. Services are delivered through a network of independent Financial Professionals and include direct portfolio management, wrap-fee programs (WealthPort), model-based solutions, and referrals to approved third‑party managers.
Investment implementation is offered across multiple custody and platform arrangements (CMAP, FlexMAP, WealthPort, UMA/CAAP) and can be either discretionary or non‑discretionary, with Financial Professionals tailoring strategies to client objectives. The firm maintains both proprietary model strategies under the Founders Gate Capital brand and access to unaffiliated strategists, and the brochure notes that some advisers use tactical approaches and, in a minority of cases, market‑timing services rather than only buy‑and‑hold allocations.
Noteworthy, and less common among peer institutions, is Cambridge’s explicit disclosure of affiliated‑strategy economics and related conflict‑of‑interest controls for Founders Gate Capital, along with documented advisor business relationships that include Financial Professionals who are attorneys or CPAs and may provide or refer legal and accounting services. The brochure also details institutional features tied to the firm’s scale—advisor transition loans/grants and equity participation arrangements, FDIC sweep options, and formal compliance and supervisory processes—which can materially shape how recommendations are selected and implemented.
Expertise
Location
1891 Virginia Ave
Harrisonburg VA 22802
Advisors at this office
2
Advisors at this office
Dreama L
Series 63, Series 66
Harrisonburg, VA
Cambridge Investment Research Advisors
Dreama Long is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. She has served at Cambridge Investment Research Advisors and affiliated entities since 2011. Outside of her advisory role, she owns and operates Long Insurance & Financial Services and is involved in tax preparation and practice management solutions for physicians and dentists. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including 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 multiple portfolio management approaches and custody platforms tailored to client objectives.
Gregory O
Series 63, Series 66
Harrisonburg, VA
Cambridge Investment Research Advisors
Gregory Owen is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 designations and 22 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2016, following a one-year tenure at Concorde Asset Management. Outside of advising, he is the owner of a book royalties business and is active as an author, educator, podcaster, and speaker. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory through a network of independent professionals. The firm employs a range of investment strategies and platform arrangements, including proprietary models and third-party manager referrals, with options for both discretionary and non-discretionary management.
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