Walkersville, MD Office
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Cambridge Investment Research Advisors
Institution
Firm-wide stats for Cambridge Investment Research Advisors
About
Cambridge Investment Research Advisors, Inc. serves a broad mix of individual and institutional clients — including pension and charitable organization clients — by providing financial planning, ongoing investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of Financial Professionals and manages a multi‑billion dollar asset base while offering account implementation across multiple platforms and custodians.
The firm supports both discretionary and non‑discretionary management via platforms described in the brochure (CMAP, FlexMAP and the WealthPort wrap program), offers access to unaffiliated third‑party advisers and sub‑advisors, and maintains proprietary model strategies under the Founders Gate Capital brand. The brochure also notes some Financial Professionals offer tactical services such as market‑timing strategies and that a subset of advisers maintain outside professional practices (including accounting and legal services) and may refer clients to those practices.
Notable distinctions in the brochure include the firm’s development and distribution of affiliated model strategies (Founders Gate Capital), with disclosed strategist fees and related conflict‑of‑interest procedures, and detailed governance around platform and third‑party relationships. The brochure also discloses recent regulatory matters — including an SEC consent with restitution and penalties totaling approximately $13.2 million (2025) and a Delaware consent order with penalties and restitution of about $1.05 million (2026) — and describes supervisory and procedural changes the firm has put in place.
Expertise
Location
21 W Pennsylvania Ave., Unit B
Walkersville MD 21793
Advisors at this office
2
Advisors at this office
Laura B
Series 66
Walkersville, MD
Cambridge Investment Research Advisors
Laura Beall is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. She has 13 years of industry experience, including seven years at Edward Jones prior to joining Cambridge in 2020. Beall serves as the first vice president and board member of the Glad Valley Lions Club and is a board member of the Women’s Business Network in Frederick, MD. Cambridge Investment Research Advisors serves individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and supports discretionary and non-discretionary management through multiple platforms and proprietary model strategies.
Laura J
CFP®, Series 66
Walkersville, MD
Cambridge Investment Research Advisors
Laura Johnson is a CFP® with 27 years of industry experience. She is affiliated with Cambridge Investment Research Advisors and has held positions at Cetera Advisors LLC, LPL Financial, and Uvest Financial Services Group. Johnson is also a Certified Divorce Financial Analyst and is involved in various business activities including authoring, podcasting, and financial education through her ownership of Hummingbird Wealth Management LLC, as well as serving as president of Jeep Fest for Charity, Inc. Cambridge Investment Research Advisors, Inc. serves a broad range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of Financial Professionals and manages a multi-billion dollar asset base with access to multiple platforms and custodians.
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