Laguna Hills, CA El Toro Rd. Office

Team
Updated today

Client AUM

$134,619,620,347

Clients

355,872

Advisors

2

Of 3,909 advisors across 2,197 offices

Location

24031 El Toro Rd., Suite 255

Laguna Hills CA 92653

Advisors at this office

2

Advisors at this office

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Kristen S

Series 66

Laguna Hills, CA

Cambridge Investment Research Advisors

Kristen Spang is a Series 66-licensed financial advisor at Cambridge Investment Research Advisors with three years of industry experience. Her prior roles include six years at LPL Financial and two years at Tuvalu. In addition to her advisory work, she is employed part-time in insurance and benefits human resources at Kapri Financial. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services through a network of independent financial professionals, providing both discretionary and non-discretionary strategies tailored to client objectives.

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

CFP®, Series 66

Laguna Hills, CA

Cambridge Investment Research Advisors

Narine Mardanyan is a CFP® professional with 18 years of industry experience, currently associated with Cambridge Investment Research Advisors. Her prior experience includes roles at Valley Wealth Strategies, LPL Financial, and National Planning Corporation. She is also the owner of a business named KAPRI, Inc. Cambridge Investment Research Advisors serves a diverse client base including individuals across wealth levels, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a large network of independent financial professionals utilizing 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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