Tampa, FL Office

Team
Updated today

Client AUM

$134,619,620,347

Clients

355,872

Advisors

3

Of 3,909 advisors across 2,198 offices

Location

Tampa FL

Advisors at this office

3

Advisors at this office

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Jason A

Series 66

Tampa, FL

Cambridge Investment Research Advisors

Jason Arnold is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and located in Tampa, FL. He has one year of experience in the financial industry, joining Cambridge Investment Research Advisors in 2026. Prior to his financial advisor role, he worked for nine years at Dan Newlin Injury Attorneys and two years at Metzger Law Group. 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 financial planning and investment management services through independent Financial Professionals, utilizing various custody platforms and proprietary as well as third-party strategies.

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

Series 63

Tampa, FL

Cambridge Investment Research Advisors

Albert Ruas is a financial advisor with Cambridge Investment Research Advisors in Tampa, FL, holding a Series 63 designation and 40 years of industry experience. He was previously with Lincoln Financial Advisors Corporation for 10 years before joining Cambridge in 2024. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services through a large network of independent financial professionals. The firm offers a range of portfolio management solutions and employs both proprietary models and access to third-party strategists, with investment implementation tailored to client objectives across multiple platform arrangements.

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

Series 63, Series 65

Tampa, FL

Cambridge Investment Research Advisors

Sean Maguire is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 30 years of industry experience. He previously worked at Advantage Capital Corp and FSC Securities for 23 years each before joining Cambridge in 2023. Outside of his advisory role, he serves as Senior Vice President of Business Growth and Operations at Nettuno Group and is involved in other business activities including ownership of Strategic Advisory. 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 advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform solutions tailored to client objectives.

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