Sacramento, CA Harvard St Office

Gregory Henderson Jr. is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors in Sacramento, CA, where he has worked since 2008. He has 25 years of industry experience. Outside of his advisory role, he serves as a board member for the Carmichael SDA Church and works as an assistant golf coach. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes 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 multiple platform arrangements and proprietary and third-party model strategies.

Scott Lewis is a financial advisor with Cambridge Investment Research Advisors in Sacramento, CA, holding a Series 66 credential and nine years of industry experience. He has worked at Cambridge Investment Research Advisors since 2018 and has been associated with North Star Financial Partners since 2010. Outside of advisory work, he is also active as a tax preparer and independent insurance agent. Cambridge Investment Research Advisors serves a broad client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent professionals, employing a range of portfolio management strategies and platform options tailored to client objectives.

Adam Andelin is a financial advisor with Cambridge Investment Research Advisors in Sacramento, CA, holding a Series 66 license and with 27 years of industry experience. He has been with Cambridge Investment Research Advisors and its related entity since 2008. Outside of advising, Andelin is an independent insurance agent and serves as a member of a neighborhood architectural committee as well as a volunteer finance clerk for a local church. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors, providing financial planning, investment management, and retirement advisory services. The firm offers a range of investment implementation options across various platforms and employs both proprietary and third-party model strategies tailored by independent financial professionals.

Nathan Leung is a financial advisor with Cambridge Investment Research Advisors in Sacramento, CA, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Cambridge Investment Research Inc. and Dick's Sporting Goods. Outside of advising, he is involved in tax services and insurance/benefits as a W2 employee and agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, providing both discretionary and non-discretionary investment solutions across multiple platforms and strategies.

Michael Lewis is a financial advisor with Cambridge Investment Research Advisors in Sacramento, CA, holding a Series 66 designation and 39 years of industry experience. He has been with Cambridge since 2008 and also works as an independent insurance agent and tax preparer. Additionally, Lewis is the owner of North Star Financial Partners and serves as an advisory representative for a registered investment adviser. 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 independent professionals, utilizing a variety of direct portfolio management and model-based solutions across multiple custody platforms.

Stansfield Fries III is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 registrations and bringing 32 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2008. Outside of his advisory role, Fries is also an independent insurance agent affiliated with various independent insurance companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, trusts, estates, and retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent financial professionals, employing a variety of portfolio management strategies across multiple custody and platform arrangements.