Lewiston, ID Office

Team
Updated today

Client AUM

$134,619,620,347

Clients

355,872

Advisors

2

Of 3,913 advisors across 2,202 offices

Location

Lewiston ID

Advisors at this office

2

Advisors at this office

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David C

CFP®, Series 63, Series 65

Lewiston, ID

Cambridge Investment Research Advisors

David Crawford is a financial advisor with Cambridge Investment Research Advisors, holding a CFP® designation and Series 63 and 65 licenses. He has 26 years of industry experience and has been with Cambridge Investment Research Advisors since 2009. Outside of his advisory role, he volunteers with the National Ski Patrol. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of investment solutions across multiple platforms, including proprietary models under the Founders Gate Capital brand, with options for discretionary and non-discretionary management.

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

CFP®, Series 66

Lewiston, ID

Cambridge Investment Research Advisors

Chelsey Snyder is a CFP® professional with three years of industry experience, currently affiliated with Cambridge Investment Research Advisors. Her prior roles include work at Lohman Accounting PLLC and local school districts. She is involved in her community as a board member of the Lewiston Independent Foundation for Education and serves as treasurer for the Lewiston Library Foundation, in addition to owning an accounting and bookkeeping services business. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a large network of independent Financial Professionals. The firm provides a range of implementation options and manages 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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