CAMBRIDGE LEGACY ADVISORS, INC. of DALLAS, TX is an SEC-registered investment adviser (CRD 119558). Regulatory assets under management: $122.0M.
| Name | Role | Location |
|---|---|---|
| CARROLL ORAN BEN | CEO; CHIEF EXECUTIVE OFFICER | — |
| KOEPP BRIAN PAUL | CHIEF COMPLIANCE OFFICER; PRINCIPAL & RIA DIRECTOR; RIA DIRECTOR (+1 more) | — |
| FINCHER TOMMY EDWARD | CHIEF COMPLIANCE OFFICER | — |
| MAHONEY JOHN WILLIAM | CHIEF COMPLIANCE OFFICER | — |
| CARROLL JAMES BRADLEY | VICE-PRESIDENT, OPERATIONS | — |
| WALL STUART WESLEY | CHIEF COMPLIANCE OFFICER | — |
| BUSH JACKIE RAY | CHIEF COMPLIANCE OFFICER | — |
| DEAN BENJAMIN HERSCHEL | PRESIDENT | — |
| CARROLL DEANNA JANE | PARTNER | — |