Cambridge Financial Advisors, LLC

Cambridge Financial Advisors, LLC (CRD# 118314) is a financial advisory firm headquartered in Salida, CO. They manage $111,245,748 in 508 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
339 E Highway 50, Suite 104, Salida, CO 81201
http://www.cambridgefinancialadvisors.com
By the Numbers
  • Total Assets Under Management
    111
    MILLION
  • Total Number of Accounts
    508
    ACCOUNTS
  • Average Account Value
    $218,988
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, KY, OH, TX, WI

Financial Advisors at Cambridge Financial Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Robin Bess, financial advisor Salida CO
Robin A. Bess
CRD#: 6290767
339 E Highway 50, Suite 104, Salida, CO 81201

Robin Bess (CRD# 6290767) is an Investment Advisor Representative working at Cambridge Financial Advisors, LLC in Salida, CO and has over 9 years of experience in the finance industry.

2
Peter Gabriel, financial advisor Buena Vista CO
Peter L. Gabriel
CRD#: 6401666
Buena Vista, CO

Peter Gabriel (CRD# 6401666) is an Investment Advisor Representative working at Cambridge Financial Advisors, LLC in Buena Vista, CO and has over 9 years of experience in the finance industry.

3
Joel Fay, financial advisor Salida CO
Joel E. Fay
CRD#: 7444923
339 E Highway 50, Suite 104, Salida, CO 81201

Joel Fay (CRD# 7444923) is an Investment Advisor Representative working at Cambridge Financial Advisors, LLC in Salida, CO and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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