San Diego, CA Office

Reid Stogner is a financial advisor at Cambridge Investment Research Advisors with 18 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior work includes a decade at BDT & Associates, Inc. Reid is also an independent insurance agent and owner of Equipoise Financial Services LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, retirement plan advisory, and financial-wellness services. The firm offers a range of portfolio management approaches across multiple platform arrangements, combining proprietary models and access to unaffiliated strategists.

Michael Dose is a financial advisor at Cambridge Investment Research Advisors with 38 years of industry experience. He holds the ChFC® and Series 63 designations and has been affiliated with multiple firms including Dempsey Lord Smith, LLC and Center Street Securities. Dose is also involved as an agent in insurance and benefits-related activities and operates under the DBA The Retirement Strategy Connection. 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 provides financial planning, investment management, and retirement plan advisory services through independent financial professionals using a range of portfolio management and model-based strategies.

Peter Bell Jr. is a CFP® certificant with 33 years of experience in financial advising, currently with Cambridge Investment Research Advisors. His prior roles include positions at Cetera and LPL Financial. He also serves as an agent at The Katz Nassau Agency, Inc., a business focused on insurance, benefits, and human resources. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent financial professionals, utilizing a variety of portfolio management approaches and platform arrangements.