Marietta, GA Manget St. Office

Team
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Cambridge Investment Research Advisors

Institution

Firm-wide stats for Cambridge Investment Research Advisors

Total advisors

3,908

Across 2,201 offices

Clients per advisor

91 Typical

Avg AUM per client

$378,281 Low

HNW client ratio

13% Typical

About

Cambridge Investment Research Advisors is a large SEC-registered adviser that serves a broad mix of clients—individuals (including both non-HNW and high-net-worth clients), pension and profit‑sharing plans, charitable organizations, trusts and estates, and other retirement-plan sponsors—by offering financial planning, investment management, retirement plan advisory, and financial-wellness services. Services are delivered through a network of independent Financial Professionals and include direct portfolio management, wrap-fee programs (WealthPort), model-based solutions, and referrals to approved third‑party managers.

Investment implementation is offered across multiple custody and platform arrangements (CMAP, FlexMAP, WealthPort, UMA/CAAP) and can be either discretionary or non‑discretionary, with Financial Professionals tailoring strategies to client objectives. The firm maintains both proprietary model strategies under the Founders Gate Capital brand and access to unaffiliated strategists, and the brochure notes that some advisers use tactical approaches and, in a minority of cases, market‑timing services rather than only buy‑and‑hold allocations.

Noteworthy, and less common among peer institutions, is Cambridge’s explicit disclosure of affiliated‑strategy economics and related conflict‑of‑interest controls for Founders Gate Capital, along with documented advisor business relationships that include Financial Professionals who are attorneys or CPAs and may provide or refer legal and accounting services. The brochure also details institutional features tied to the firm’s scale—advisor transition loans/grants and equity participation arrangements, FDIC sweep options, and formal compliance and supervisory processes—which can materially shape how recommendations are selected and implemented.

Based on Cambridge Investment Research Advisors

Expertise

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

Based on Cambridge Investment Research Advisors

Occupation focus

Self-Employed

Based on Cambridge Investment Research Advisors

Location

445 Manget St., Ste. 200

Marietta GA 30060

Advisors at this office

5

Advisors at this office

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Carey G

Series 63, Series 65

Marietta, GA

Cambridge Investment Research Advisors

Carey Green is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 23 years of industry experience. His prior roles include positions at Avantax Advisory Services and Cumberland Financial Group, where he also serves as a CPA, enrolled agent, and treasurer. He is involved in community activities as a treasurer and board member of the Eagle Backers Athletic Booster Club in Kennesaw, GA. 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 independent professionals, utilizing a range of portfolio strategies across multiple platform arrangements.

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

Gary P

ChFC®, Series 66

Marietta, GA

Cambridge Investment Research Advisors

Gary Pike is a financial advisor at Cambridge Investment Research Advisors with 16 years of industry experience. He holds the ChFC® and Series 66 designations. His prior experience includes roles at Avantax Advisory Services and Cumberland Financial Group, where he also provides tax preparation and accounting services as a CPA enrolled agent. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension plans, charitable organizations, and trusts, offering financial planning and investment management through a network of independent professionals. The firm provides various investment strategies, including proprietary models and third-party manager referrals, 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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Jared C

Series 66

Marietta, GA

Cambridge Investment Research Advisors

Jared Chambers is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors in Marietta, GA, bringing one year of experience at the firm and additional prior experience with Avantax and Cumberland Financial Group Inc., where he remains active in a tax services role. He has worked in the financial services industry since 2015. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent professionals with various portfolio management approaches.

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

Timothy E

CFP®, Series 63, Series 65

Marietta, GA

Cambridge Investment Research Advisors

Timothy Evans is a CFP® professional with 39 years of industry experience, currently with Cambridge Investment Research Advisors since 2020. His prior roles include positions at Avantax Advisory Services, Cumberland Financial Group, and managing his own CPA and tax preparation practice. He is also an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals using a variety of portfolio management and platform arrangements.

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

Richard N

ChFC®, Series 63

Marietta, GA

Cambridge Investment Research Advisors

Richard Nixon is a financial advisor with Cambridge Investment Research Advisors in Marietta, GA, holding the ChFC® and Series 63 designations and possessing 40 years of industry experience. He previously worked at Cumberland Financial Group, Inc. for 25 years and has been involved in insurance and advisory roles since the early 1990s. Nixon also serves as a co-executor for a family estate. Cambridge Investment Research Advisors is an SEC-registered firm serving 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 a network of independent financial professionals using a range of investment platforms and strategies.

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