Tulsa, OK S Utica Ave Office

Curtis Goddard is a financial advisor with Cambridge Investment Research Advisors in Tulsa, OK, holding Series 63 and Series 65 credentials and 27 years of industry experience. Prior to joining Cambridge in 2020, he worked at Cetera Advisors LLC for seven years. Outside of his advisory role, he is involved in insurance sales through Superior Benefit Specialists LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services. The firm offers both proprietary and third-party investment strategies delivered through a network of independent financial professionals under various platform arrangements.

Steven Henderson II is a financial advisor with Cambridge Investment Research Advisors in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Prior to joining Cambridge in 2020, he worked at Cetera Advisors LLC for six years. He serves on the boards of Keith Wheeler Ministries, the Tulsa Executive Association—where he is president—and the Tulsa Ballet and Jenks Basketball Booster Club. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals using multiple custodial platforms and a combination of proprietary and third-party strategies.

Aaron Mckinney is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 15 years of industry experience. He previously worked at Cetera Advisors LLC from 2013 to 2020 before joining Cambridge in 2020. In addition to his advisory role, he is an independent insurance agent and owner of Utica Capital. Cambridge Investment Research Advisors serves a diverse client base, including 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, employing a range of portfolio management strategies across multiple platforms.

Joe Wilburn Jr. is a financial advisor with Cambridge Investment Research Advisors in Tulsa, OK, holding the ChFC® designation and Series 63 license. He has 40 years of industry experience, with prior roles including long tenures at Securian Financial Services and Ameritas Advisory Services. Wilburn also operates Concierge Care, LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services delivered through a network of independent professionals using various platform options and proprietary as well as third-party investment strategies.

James Brejcha Jr. is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 37 years of industry experience. He has worked at Cambridge since 2020 and previously at Cetera Advisors LLC from 2015 to 2020. Outside of his advisory work, he is also an independent insurance agent representing various insurance companies. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services delivered through a network of independent Financial Professionals using multiple platform arrangements and a mix of proprietary and third-party strategies.

Robert Taylor Jr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at Cetera Advisors LLC and Utica Capital Management. Taylor is also involved in advisory and investment activities through his own firm, RGT Investments. Cambridge Investment Research Advisors serves 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, with investment strategies tailored through multiple custody platforms and including both proprietary and third-party models.

Terry Devore is a financial professional with 29 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He holds Series 63 and Series 65 credentials and has worked at Cambridge Investment Research Advisors and Cambridge Investment Research since 2020, following four years at Cetera Advisors. Devore serves as Vice President on the board of the Mission Gardens Homeowners Association. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory, utilizing proprietary models and third-party strategies with both discretionary and non-discretionary options tailored to client objectives.