Tampa, FL 400 North Ashley Dr. Office

Team
Updated today

Client AUM

$134,619,620,347

Clients

355,872

Advisors

2

Of 3,909 advisors across 2,197 offices

Location

400 North Ashley Dr., Ste. 1900

Tampa FL 33602

Advisors at this office

2

Advisors at this office

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Jeffrey G

Series 63, Series 65

Tampa, FL

Cambridge Investment Research Advisors

Jeffrey Glynn is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He has worked at Cambridge since 2019 and previously held roles at First Command Financial Services and related entities from 2007 to 2019. Glynn is also a certified professional business coach through Diversified Professional Coaching, LLC. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent financial professionals, employing a range of investment strategies and platform arrangements to tailor solutions to client objectives.

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

Series 63, Series 65

Tampa, FL

Cambridge Investment Research Advisors

Zachry Marshall is a financial advisor at Cambridge Investment Research Advisors with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at First Command Advisory Services and related First Command entities for nearly a decade. In addition to his advisory role, he is an independent insurance agent and president of 813 Financial LLC. Cambridge Investment Research Advisors serves a wide range of clients—including individuals, retirement plans, and charitable organizations—by providing financial planning, investment management, and retirement plan advisory services. The firm offers multiple portfolio management options and combines proprietary strategies with access to third-party managers to tailor investment approaches.

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