Lebanon, PA Water Edge Ct Office

Team
Updated today

Client AUM

$134,619,620,347

Clients

355,872

Advisors

2

Of 3,909 advisors across 2,197 offices

Location

859 Water Edge Ct, Ste A

Lebanon PA 17046

Advisors at this office

2

Advisors at this office

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Angela B

Series 63, Series 66

Lebanon, PA

Cambridge Investment Research Advisors

Angela Barket is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and having 26 years of industry experience. She has been with Cambridge Investment Research since 1999 and Cambridge Investment Research Advisors since 2005. 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 plan advisory services through a network of independent Financial Professionals, using a variety of portfolio management strategies and custody platforms tailored to client objectives.

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

Series 63, Series 66

Lebanon, PA

Cambridge Investment Research Advisors

Jeffrey Kercher is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been affiliated with Cambridge-related entities since 1998. Outside of his advisory role, he works as an independent insurance agent for various independent 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, and retirement plan advisory services through a network of independent Financial Professionals, utilizing various portfolio management and model-based solutions tailored to client objectives.

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