Las Vegas, NV W. Teco Ave Office

Team
Updated today

Client AUM

$134,619,620,347

Clients

355,872

Advisors

4

Of 3,913 advisors across 2,201 offices

Location

4775 W. Teco Ave, Ste 255

Las Vegas NV 89118

Advisors at this office

4

Advisors at this office

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Adam U

CFP®, Series 63, Series 66

Las Vegas, NV

Cambridge Investment Research Advisors

Adam Udy is a CFP®-credentialed financial advisor with 28 years of industry experience. He has been with Cambridge Investment Research Advisors since 2015. Udy serves as a board member of the University of Nevada, College of Fine Arts Advocacy Board. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including 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, with investment strategies ranging from proprietary models to third-party managers and a mix of discretionary and non-discretionary approaches.

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

Series 66

Las Vegas, NV

Cambridge Investment Research Advisors

Joseph Ayers is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 20 years of industry experience. His prior work includes roles at Bank of America and Merrill. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing both proprietary and third-party investment 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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Chisum P

Series 65, Series 66

Las Vegas, NV

Cambridge Investment Research Advisors

Chisum Preble is a financial advisor with Cambridge Investment Research Advisors based in Las Vegas, NV. He holds Series 65 and Series 66 credentials and has eight years of industry experience. Preble has operated Preble Consulting since 2011, totaling 15 years in a consulting capacity. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers a variety of financial planning and investment management services through a network of independent professionals and employs both proprietary and third-party strategies across multiple platform arrangements.

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

Series 63, Series 66

Las Vegas, NV

Cambridge Investment Research Advisors

Linnette Stauffer is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. She has been with Cambridge Investment Research since 2015. Outside her advisory role, she is also employed by the Adam Udy Group in Las Vegas. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

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