Mc Kinney, TX Office

Team
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Cambridge Investment Research Advisors

Institution

Firm-wide stats for Cambridge Investment Research Advisors

Total advisors

3,909

Across 2,198 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

Location

Mc Kinney TX

Advisors at this office

4

Advisors at this office

Onyekachi N

Series 63, Series 66

McKinney, TX

Cambridge Investment Research Advisors

Onyekachi Nwachukwu is a Financial Advisor and Vice President at Merrill Lynch Wealth Management, joining the firm in 2022. Since beginning her career in the financial services industry in 2007, she has focused on assisting clients in developing tailored financial strategies by understanding their short- and long-term objectives. Her approach centers on listening to clients’ needs to provide comprehensive wealth management solutions aimed at helping individuals, families, and businesses achieve their respective goals. With expertise spanning college education planning, executive compensation, family wealth management strategies, legacy planning, retirement income, and related areas, Onyekachi takes a collaborative approach to create personalized financial plans aligned with clients’ priorities, risk tolerance, and aspirations. She holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Onyekachi earned a Bachelor's degree from Abia State University, a Master’s degree from Illinois State University, and an MBA from Texas Woman’s University. In addition to her professional work, Onyekachi is active in her community, serving as Vice President of the PTO at Sam Johnson Elementary within Prosper ISD. She is also affiliated with the Celina Chamber of Commerce. Outside of work, her personal interests include basketball, bowling, dancing, music, painting, photography, sewing, spending time with family, traveling, and watching movies.

Wealth management Family Business General retirement planning Retirement income strategy Self-Employed Women Professionals
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Thomas T

Series 63, Series 65

McKinney, TX

Cambridge Investment Research Advisors

Thomas Trump is a financial advisor with Cambridge Investment Research Advisors in McKinney, TX, holding Series 63 and Series 65 credentials and 26 years of industry experience. Prior to joining Cambridge, he worked at Robinson Value Management, Ltd. and Bensboro Advisors, LLC. He is also a youth soccer coach for FC Dallas Youth. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides a range of investment implementation options and proprietary model strategies, with documented business relationships that include professionals licensed in law and accounting.

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

Series 63, Series 65

McKinney, TX

Cambridge Investment Research Advisors

Robert Fragnito is a financial advisor with Cambridge Investment Research Advisors in McKinney, TX, holding Series 63 and Series 65 credentials and 14 years of industry experience. His work history includes roles at J.P. Morgan Securities, Wells Fargo, and Prospera Financial Services. Outside of his advisory work, he is the founder of ThePoliticalMinds.com, focused on political theory and commentary, and serves on the advisory board for University of California Riverside Extension. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services through a large network of independent professionals. The firm offers multiple investment implementation platforms, proprietary and third-party strategies, and incorporates both discretionary and non-discretionary management tailored to client objectives.

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

Series 63, Series 65

McKinney, TX

Cambridge Investment Research Advisors

Marco Fragnito is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 credentials and has 32 years of industry experience. His prior experience includes roles at Wells Fargo Advisors Financial Network LLC, Cutter and Company Brokerage, Inc., and Prospera Financial Services, Inc. He is also the Managing Principal of MCF Capital Management, LLC. Cambridge Investment Research Advisors is a large SEC-registered adviser 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 professionals, using a variety 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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