Kinston, NC Office

Team
Updated today

Client AUM

$134,619,620,347

Clients

355,872

Advisors

3

Of 3,908 advisors across 2,203 offices

Location

2914 N Herritage St.

Kinston NC 28501

Advisors at this office

3

Advisors at this office

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Mark C

Series 63, Series 65

Kinston, NC

Cambridge Investment Research Advisors

Mark Conway is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 34 years of industry experience. He has been with Cambridge since 2016 and also operates his own firms, Conway & Co Inc., an insurance agency, and a real estate brokerage where he serves as broker-in-charge. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering comprehensive financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of investment solutions including proprietary model strategies and access to unaffiliated portfolio managers, with both discretionary and non-discretionary options tailored to client objectives.

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

Series 66

Kinston, NC

Cambridge Investment Research Advisors

Matthew Worthington is a Series 66 licensed financial advisor with four years of industry experience. He is currently with Cambridge Investment Research Advisors and has prior experience at First Citizens Investor Services and Securian Financial Services. Outside of his advisory role, Worthington is an independent insurance agent representing various insurance companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services delivered through a network of independent professionals utilizing multiple portfolio management approaches and platform arrangements.

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

CFP®, Series 63

Kinston, NC

Cambridge Investment Research Advisors

Mark Conway Jr. is a financial advisor with Cambridge Investment Research Advisors, holding the CFP® and Series 63 designations and bringing 55 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2016. Outside of financial advising, he owns and operates multiple business ventures in Kinston, NC, including real estate brokerage and insurance agencies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals using a variety of portfolio management strategies and platform arrangements.

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