Gina Marie Mann

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1988 → Present
  Freedom Financial Solutions Llc
  Wappingers Falls, NY
• 12/2014 → 09/2024
  Lincoln Financial Advisors
  Wappingers Falls, NY
• 09/2024 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 09/2024 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2021-06-14 → 2024-09-16
  Osaic Fa, Inc.
  Wappinger Falls, NY
  Syosset, NY
  Wappingers Falls, NY

Other Businesses

1) FREEDOM FINANCIAL SOLUTIONS LLC, 766 SERGEANT PALMATEER WAY WAPPINGERS FALLS NY, 01/1988, CO-OWNER, TAX SERVICES, NIR, 60 HR/MO 30 HR/MO TRADING 2) 766 LIGHTHOUSE LLC, 766 SERGEANT PALMATEER WAY WAPPINGERS FALLS NY, 01/2021, OWNER, REAL ESTATE, NIR, 0 HR/MO 0 HR/MO TRADING 3) MORNING STAR CREATIONS, WAPPINGERS FALLS NT, 01/1987, OWNER, RETAIL BUSINESS (DORMANT), NIR, 0 HR MO 0 HR/MO TRADING 4) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. 09/06/2024

Exams

• S63 Uniform Securities Agent State Law Examination
  2002-10-09

Designations

• Certified Financial Planner

Other Names

• Gina M Mann