Virginia Beach, VA Viking Drive Office
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Cambridge Investment Research Advisors
Institution
Firm-wide stats for Cambridge Investment Research Advisors
About
Cambridge Investment Research Advisors is a large SEC-registered adviser that serves a broad mix of clients—individuals (including both non-HNW and high-net-worth clients), pension and profit‑sharing plans, charitable organizations, trusts and estates, and other retirement-plan sponsors—by offering financial planning, investment management, retirement plan advisory, and financial-wellness services. Services are delivered through a network of independent Financial Professionals and include direct portfolio management, wrap-fee programs (WealthPort), model-based solutions, and referrals to approved third‑party managers.
Investment implementation is offered across multiple custody and platform arrangements (CMAP, FlexMAP, WealthPort, UMA/CAAP) and can be either discretionary or non‑discretionary, with Financial Professionals tailoring strategies to client objectives. The firm maintains both proprietary model strategies under the Founders Gate Capital brand and access to unaffiliated strategists, and the brochure notes that some advisers use tactical approaches and, in a minority of cases, market‑timing services rather than only buy‑and‑hold allocations.
Noteworthy, and less common among peer institutions, is Cambridge’s explicit disclosure of affiliated‑strategy economics and related conflict‑of‑interest controls for Founders Gate Capital, along with documented advisor business relationships that include Financial Professionals who are attorneys or CPAs and may provide or refer legal and accounting services. The brochure also details institutional features tied to the firm’s scale—advisor transition loans/grants and equity participation arrangements, FDIC sweep options, and formal compliance and supervisory processes—which can materially shape how recommendations are selected and implemented.
Expertise
Location
448 Viking Drive, Suite 310
Virginia Beach VA 23452
Advisors at this office
4
Advisors at this office
Joseph K
Series 63, Series 65
Virginia Beach, VA
Cambridge Investment Research Advisors
Joseph Komarnicki is a financial advisor at Cambridge Investment Research Advisors with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Latitude Advisors, LLC and GWN Securities Inc. In addition to his advisory role, he serves as an independent insurance agent and is president of Komarnicki Financial Group, which provides tax and legal liability services. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers a range of financial planning and investment management services, utilizing proprietary and third-party strategies with both discretionary and non-discretionary implementation options.
Bryan R
CFP®, ChFC®, Series 63, Series 65
Virginia Beach, VA
Cambridge Investment Research Advisors
Bryan Rex is a CFP® and ChFC® with 28 years of industry experience, currently serving with Cambridge Investment Research Advisors since 2017. Prior to this, he worked at Invest Financial Corporation from 2009 to 2017. He is also owner of Cornerstone Financial Services Inc., where he acts as an independent insurance agent and vice president of planning. Cambridge Investment Research Advisors serves a broad client base including individuals at various wealth levels, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers a range of financial planning and investment management services through independent professionals, utilizing both proprietary and third-party strategies across multiple platform arrangements.
Jonathan W
Series 66
Virginia Beach, VA
Cambridge Investment Research Advisors
Jonathan Woods is a financial advisor with Cambridge Investment Research Advisors based in Virginia Beach, VA. He holds the Series 66 designation and has been with Cambridge Investment Research firms since 2024. His background includes various roles outside the industry, including work at educational institutions and local businesses. 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 provides financial planning, investment management, retirement plan advisory, and financial-wellness services through independent Financial Professionals, offering a range of portfolio management options and access to both proprietary and third-party strategies.
Adam R
CFP®, Series 63, Series 65
Virginia Beach, VA
Cambridge Investment Research Advisors
Adam Rex Sr. is a CFP® professional with 22 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2017. Prior to this, he worked at Invest Financial Corporation from 2009 to 2017. He holds roles outside of advising, including board membership with the National Association for Learning Development and volunteer service with the Walk to End Alzheimer’s Coastal Virginia chapter. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, utilizing a variety of platforms and proprietary as well as third-party strategies tailored to client objectives.
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