Financial ADVSR advisor directory · SEC adviser records
Cambridge Financial Group, LLC financial advisors in Tucson, AZ
Every SEC-registered investment adviser representative at a Cambridge Financial Group, LLC office in Tucson, A to Z.
The short answer
5 registered advisors work at Cambridge Financial Group, LLC in Tucson, out of 5 at the firm nationwide; it ranks number 37 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.
Cambridge Financial Group, LLC advisors in Tucson, A to Z
Every Cambridge Financial Group, LLC advisor →- Daniel N. CossetteCertified Financial Planner
- Bonnie C. CourtneyInvestment adviser rep
- Brandon R. HodgesonCertified Financial Planner
- Alicia G. KleinCertified Financial Planner
- Cole J. McClarrenInvestment adviser rep
Cambridge Financial Group, LLC advisors in every city and state →Cambridge Financial Group, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Tucson
All Tucson advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 55Wells Fargo Clearing Services, LLC 55LPL Financial LLC 42Morgan Stanley 36Strategic Advisers LLC 33Tci Wealth Advisors, Inc. 29Edward Jones 25Cetera Investment Advisers LLC 24J.P. Morgan Securities LLC 23RBC Capital Markets, LLC 20Wells Fargo Advisors Financial Network, LLC 19Ameriprise Financial Services, LLC 18
Questions
How many financial advisors does Cambridge Financial Group, LLC have in Tucson?
5 investment adviser representatives are registered at Cambridge Financial Group, LLC offices in Tucson, Arizona, according to the SEC's Investment Adviser Public Disclosure records, out of 5 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.
Is Cambridge Financial Group, LLC one of the largest advisor employers in Tucson?
Cambridge Financial Group, LLC ranks number 37 in Tucson by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 55.
How do I check a Cambridge Financial Group, LLC advisor in Tucson?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Cambridge Financial Group, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.