“Strategies with advisors you trust”
Robert C. Nagel CFP® | Managing Member
Rob is a Registered Representative of Cambridge Investment Research, Inc. and an Investment Advisor Representative of Cambridge Investment Research Advisor. In addition to managing the firm, Rob provides financial advice and planning for individuals and businesses.
Rob has over 20 years of experience in the financial service industry. His vast knowledge and experience with numerous investment plans offers him the flexibility to match the best investment strategies for you.
Rob is a Certified Financial Planner™ practitioner and a Licensed Agent for Life, Accident and Health Insurance. He currently holds a FINRA Series 7: General Securities Representative, FINRA Series 66: Uniform Securities Agent Registration, and FINRA Series 24: General Securities Principal.
He is a graduate of Penn State University. He and his family reside in Johnstown, PA. They enjoy outdoor activities and are involved in the community.
You may email Rob at firstname.lastname@example.org.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame logo) in the U.S., which it awards to individuals who sucessfully complete CFP Board's initial and ongoing certification requirements.
Kathleen M. Mock | Registered Representative
Kathy currently holds a FINRA Series 7: General Securities Representative, and FINRA Series 66: Uniform Securities Agent Registrations. She is responsible for the day to day operations of the firm. She is a Registered Representative of Cambridge Investment Research, Inc and an Investment Advisor Representative of Cambridge Investment Research Advisor. She works closely with individuals and businesses and the many investment companies with which Mint Capital Advisors, LLC conducts business.
Kathy is orginally from and resides in Johnstown. She enjoys scrapbooking, watching sports, and spending time with her family.
You may email Kathy Mock at email@example.com.