AdvisorOS Directory
Claim Profile
Unclaimed Profile
CM

Cole Justin Mcclarren

CAMBRIDGE FINANCIAL GROUP, LLC·TUCSON, Arizona
Series 65Clean record12 years registeredCAMBRIDGE FINANCIAL GROUP, LLC
6700 N. ORACLE RD., TUCSON, AZ 85704CRD# 6278760Firm CRD# 117428

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Cole Justin Mcclarren · TUCSON, AZ
Registration
CRD #6278760 · CAMBRIDGE FINANCIAL GROUP, LLC · 12 years registered
Brand Profile
Not yet started
01

Career History

CAMBRIDGE FINANCIAL GROUP, LLC
Jan 2014 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · January 24, 2014
Years registered · 12
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CAMBRIDGE FINANCIAL GROUP, LLC
CRD 117428 · SEC 801-110472
AUM
$469M
Regulatory assets under management
Employees
9
1,318 client accounts
Services offered by CAMBRIDGE FINANCIAL GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CAMBRIDGE FINANCIAL GROUP, LLC →
Introduction

Speak with Cole

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Cole is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in TUCSON?

Browse all registered financial advisors in TUCSON, Arizona or claim this profile if it's yours.

Browse TUCSON AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Cole Justin Mcclarren offer?
Cole Justin Mcclarren specializes in Financial Planning, Investment Management. Contact their office in TUCSON, Arizona for a consultation.
What are Cole Justin Mcclarren's credentials?
Cole Justin Mcclarren is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Cole Justin Mcclarren located?
Cole Justin Mcclarren is based in TUCSON, Arizona, working with CAMBRIDGE FINANCIAL GROUP, LLC. Their office serves clients in the TUCSON metropolitan area and surrounding communities.
How does Cole Justin Mcclarren charge for services?
Cole Justin Mcclarren's firm is compensated through percentage of aum, subscription fees, other: % of income. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAMBRIDGE FINANCIAL GROUP, LLC?
CAMBRIDGE FINANCIAL GROUP, LLC has approximately 9 employees and manages $469M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at CAMBRIDGE FINANCIAL GROUP, LLC

Brandon Ray Hodgeson
TUCSON, AZ
CFP
Bonnie Carole Courtney
TUCSON, AZ
Alicia Gabrielle Klein
TUCSON, AZ
Penny Boone Marchand
TUCSON, AZ

More Advisors in TUCSON, Arizona

Alec Scott Berens
ATTESSA CAPITAL LLC·TUCSON, AZ
Lynsey Marie Richter
GR FINANCIAL GROUP, LLC·TUCSON, AZ
Alexander Devereaux Parrs
IRONWOOD FINANCIAL, LLC·TUCSON, AZ
CFPCFAChFC
Kenneth Lepore
SECURE INVESTMENT MANAGEMENT, LLC·TUCSON, AZ
Michael Allan Burdick
GORDIAN ADVISORS, LLC·TUCSON, AZ
Laura Walton
TCI FOUNDATION INC.·TUCSON, AZ

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Arizona
SCOTTSDALE (281)PHOENIX (137)MESA (26)TEMPE (18)CHANDLER (16)PEORIA (14)PRESCOTT (9)YUMA (7)FLAGSTAFF (6)GILBERT (6)
City Guides
SCOTTSDALE GuidePHOENIX GuideMESA GuideTEMPE GuideCHANDLER Guide
Research
Advisor Fees in ArizonaNational Fee Analysis
Request removal of this profile