Springfield, OH West 1st St. Office

Team
Updated today

Client AUM

$134,619,620,347

Clients

355,872

Advisors

2

Of 3,909 advisors across 2,197 offices

Location

1427 West 1st St.

Springfield OH 45504

Advisors at this office

2

Advisors at this office

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Julie T

Springfield, OH

Cambridge Investment Research Advisors

Julie Trudo is a financial advisor with Cambridge Investment Research Advisors and has 11 years of industry experience. She has been associated with Cambridge Investment Research Advisors since 2020 and also works with Campbell Financial LLC. Outside of her advisory role, she is a Tupperware consultant. 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 a range of services such as financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals using various platform arrangements and proprietary model strategies.

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

Series 65

Springfield, OH

Cambridge Investment Research Advisors

Pamela Campbell is a Series 65-licensed financial advisor with 25 years of industry experience, currently with Cambridge Investment Research Advisors since 2011. In addition to her financial advisory role, she has owned and operated a hair design business for over 35 years and has worked as a substitute teacher for the Clark County Educational Service Center. She is also involved in retail through ownership of AveryCampbell Children's Boutique. 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 provides financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent Financial Professionals, offering both proprietary and third-party investment strategies tailored to client objectives.

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