Portsmouth, OH Office

Team
Updated today

Client AUM

$134,619,620,347

Clients

355,872

Advisors

5

Of 3,908 advisors across 2,203 offices

Location

701 Chillicothe St.

Portsmouth OH 45662

Advisors at this office

5

Advisors at this office

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Breydan T

Series 66

Portsmouth, OH

Cambridge Investment Research Advisors

Breydan Tilley is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, where he has worked for one year. He has five years of experience at Cambridge Investment Research, Inc., and prior to that was employed at Shawnee State University and Glockner. His additional activities include work as an insurance agent and solicitor with Frazier Wealth Management. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a large network of independent Financial Professionals, utilizing a range of portfolio management strategies and custody platforms.

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

Series 66

Portsmouth, OH

Cambridge Investment Research Advisors

Jeremy Frazie is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 credential and 17 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2014. Outside of his advisory role, he is involved in financial education as a member and instructor with the American Financial Education Alliance, where he also participates as an author, educator, podcaster, and speaker. Cambridge Investment Research Advisors serves 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, utilizing a range of portfolio management strategies and both proprietary and third-party investment approaches.

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

Series 63, Series 65

Portsmouth, OH

Cambridge Investment Research Advisors

Darius Jordan is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and having one year of industry experience. Prior to joining Cambridge, he worked at Frazie Wealth Management for four years and has experience in education roles at the University of Rio Grande, Marshall University, and Minford High School. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing a variety of portfolio management approaches and custody 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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Nathaniel F

Series 66

Portsmouth, OH

Cambridge Investment Research Advisors

Nathaniel Frazie is a financial advisor at Cambridge Investment Research Advisors with five years of industry experience. He holds the Series 66 designation and previously worked for Minford Telephone Company for 11 years. Frazie also operates a wealth management practice under the trade name Frazie Wealth Management. 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 plan advisory services through a network of independent Financial Professionals, employing a range of portfolio management strategies across multiple platforms.

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

Series 66

Portsmouth, OH

Cambridge Investment Research Advisors

Cecil Mc Graw is a Series 66-credentialed financial advisor with Cambridge Investment Research Advisors, based in Portsmouth, OH. He has two years of industry experience and previously worked for Minford Local Schools for eleven years. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering services such as financial planning, investment management, and retirement plan advisory. The firm employs a variety of investment approaches, including proprietary model strategies and access to third-party managers, tailored to client objectives through multiple platform options.

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