Pensacola, FL Office

Team
Updated today

Client AUM

$134,619,620,347

Clients

355,872

Advisors

2

Of 3,909 advisors across 2,197 offices

Location

Pensacola FL

Advisors at this office

2

Advisors at this office

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Kent H

Series 63, Series 65

Pensacola, FL

Cambridge Investment Research Advisors

Kent Herring is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His career includes longstanding roles at Cambridge Investment Research Advisors since 2015 and Chemical Associates since 2001. Outside of his advisory work, Herring serves as vice president of Herring Brothers, Inc., a timber sales company, and is treasurer of the Gulf Breeze Optimist Club, a local nonprofit organization. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using various portfolio management strategies and custody platforms.

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

Dakota B

Series 66

Pensacola, FL

Cambridge Investment Research Advisors

Dakota Boughton is a financial advisor with Cambridge Investment Research Advisors based in Pensacola, FL, holding a Series 66 designation and six years of industry experience. Prior to joining Cambridge in 2026, he worked for Edward Jones from 2020 to 2026 and served in the United States Air Force from 2010 to 2020. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals using a variety of portfolio management strategies and platform arrangements.

Retirement income strategy Wealth management Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner Executive Doctor or Medical Professional
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