Pontiac, IL Office
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Cambridge Investment Research Advisors
Institution
Firm-wide stats for Cambridge Investment Research Advisors
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.
Expertise
Location
305 A W. Washington
Pontiac IL 61704
Advisors at this office
2
Advisors at this office
Darrell D
Series 63, Series 65
Pontiac, IL
Cambridge Investment Research Advisors
Darrell Douglass is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and with 28 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and has worked in related roles at Cambridge Investment Research, Inc. and Pensions Plus since the mid-1990s. Outside of his advisory work, he is president of Pensions Plus, a business involved in health insurance sales, limited tax preparation, and small business consulting. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm employs a variety of portfolio management strategies and platform arrangements, including proprietary models and third-party managers, with both discretionary and non-discretionary investment options.
David D
Series 63, Series 65
Pontiac, IL
Cambridge Investment Research Advisors
David Douglass is a financial advisor with Cambridge Investment Research Advisors in Pontiac, Illinois, holding Series 63 and Series 65 licenses and over 21 years of industry experience. He has been with Cambridge since 2005 and also works as an independent insurance agent. Douglass serves as vice chair of the Evan Junior High Promise Council and is a director on the Beyond the Books Educational Foundation Board, reviewing grant applications. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, providing a range of portfolio management options and model-based solutions tailored to client objectives.
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