Kennewick, WA N Young St. Office

Team
Updated today

Client AUM

$134,619,620,347

Clients

355,872

Advisors

3

Of 3,913 advisors across 2,203 offices

Location

601 N Young St., Ste. B

Kennewick WA 99336

Advisors at this office

3

Advisors at this office

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Tyler P

CFP®, Series 66

Kennewick, WA

Cambridge Investment Research Advisors

Tyler Price is a CFP® professional with 20 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His prior roles include positions at Commonwealth Financial Network, LPL Financial, and E.K. Riley Investments. In addition to his advisory role, he is registered as an insurance agent. Cambridge Investment Research Advisors serves a diverse client base—including individuals, retirement plans, charitable organizations, and trusts—offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides both discretionary and non-discretionary investment solutions across multiple platforms, combining proprietary models and access to third-party strategists.

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

Series 63, Series 65

Kennewick, WA

Cambridge Investment Research Advisors

Dana Allen is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and having 28 years of industry experience. Prior to joining Cambridge, Dana worked at AP Financial, Commonwealth Financial Network, LPL Financial, and E.K. Riley Investments. Dana is also licensed as an insurance agent. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals. The firm provides various investment implementation options, including proprietary model strategies and access to third-party managers, with both discretionary and non-discretionary portfolio management.

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

Series 66

Kennewick, WA

Cambridge Investment Research Advisors

Maria Becerra is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. She has 18 years of industry experience, previously working at Commonwealth Financial Network, LPL Financial, and E.K. Riley Investments. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, retirement advisory, and financial-wellness services through a network of independent Financial Professionals, utilizing a range of custody platforms and both proprietary and third-party investment strategies.

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