Nashville, TN Office

Team
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Cambridge Investment Research Advisors

Institution

Firm-wide stats for Cambridge Investment Research Advisors

Total advisors

3,911

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, Inc. serves a broad mix of individual and institutional clients — including pension and charitable organization clients — by providing financial planning, ongoing investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of Financial Professionals and manages a multi‑billion dollar asset base while offering account implementation across multiple platforms and custodians.

The firm supports both discretionary and non‑discretionary management via platforms described in the brochure (CMAP, FlexMAP and the WealthPort wrap program), offers access to unaffiliated third‑party advisers and sub‑advisors, and maintains proprietary model strategies under the Founders Gate Capital brand. The brochure also notes some Financial Professionals offer tactical services such as market‑timing strategies and that a subset of advisers maintain outside professional practices (including accounting and legal services) and may refer clients to those practices.

Notable distinctions in the brochure include the firm’s development and distribution of affiliated model strategies (Founders Gate Capital), with disclosed strategist fees and related conflict‑of‑interest procedures, and detailed governance around platform and third‑party relationships. The brochure also discloses recent regulatory matters — including an SEC consent with restitution and penalties totaling approximately $13.2 million (2025) and a Delaware consent order with penalties and restitution of about $1.05 million (2026) — and describes supervisory and procedural changes the firm has put in place.

Based on Cambridge Investment Research Advisors

Expertise

Annuities Retirement plans for business owners (SEP, solo 401k)

Based on Cambridge Investment Research Advisors

Location

Nashville TN

Advisors at this office

4

Advisors at this office

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James S

CFP®, Series 63, Series 66

Nashville, TN

Cambridge Investment Research Advisors

James Snellen is a CFP® professional with 16 years of experience in the financial services industry. He is currently with Cambridge Investment Research Advisors, where he has worked since 2017. Previously, he was employed by Mass Mutual Investors Services and METLIFE SECURITIES Inc. In addition to his advisory role, he works as a tax services employee at H&R Block. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of financial professionals and provides access to multiple platforms, proprietary model strategies, and third-party advisers.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Madeline B

CFP®, Series 66

Nashville, TN

Cambridge Investment Research Advisors

Madeline Brunkey is a CFP®-certified financial advisor with Cambridge Investment Research Advisors in Nashville, TN, with four years of industry experience. She has worked with Cambridge Investment Research Inc. since 2014 and has also served as an independent contractor in the healthcare sector. Cambridge Investment Research Advisors serves a variety of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multibillion-dollar asset base and offers services through multiple platforms and custodians, including proprietary model strategies under the Founders Gate Capital brand.

Annuities Retirement plans for business owners (SEP, solo 401k)
user avatar

Amanda S

Series 63, Series 65

Nashville, TN

Cambridge Investment Research Advisors

Amanda Sable is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has worked at firms including Signator Investors and Transamerica Financial Advisors. In addition to her advisory role, she serves as an executive director and is an independent insurance agent. Cambridge Investment Research Advisors, Inc. serves a diverse client base of individuals and institutions, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and provides access to multiple platforms, proprietary model strategies, and third-party advisors.

Annuities Retirement plans for business owners (SEP, solo 401k)
user avatar

Donald B

Series 66

Nashville, TN

Cambridge Investment Research Advisors

Donald Bruce is a financial advisor with Cambridge Investment Research Advisors in Nashville, TN, holding a Series 66 designation and 14 years of industry experience. He has worked with Cambridge Investment Research and its affiliates since 2013, with prior experience at Park Avenue Securities and Guardian Life Insurance Company of America. Outside of his advisory role, Bruce is a director of an LLC involved in real estate acquisition. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm employs thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms, supporting both discretionary and non-discretionary management approaches with proprietary and third-party model strategies.

Annuities Retirement plans for business owners (SEP, solo 401k)
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