Cetera Investment Advisers
38yrs
Top advisor by experience in Buford
6yrs
Connor Tarleton
Financial advisor at Cambridge Investment Research Advisors
Based in Buford, Georgia, Connor Tarleton is a fiduciary financial advisor with 6 years of industry experience. Connor has been with Cambridge Investment Research Advisors since 2026; before that, Connor spent five years at SFI Advisors. Connor holds the CFP® designation.
One of 45 advisors with offices in Buford, and one of 38 fiduciaries.
At a glance
Experience6 years (since 2021)
How that compares ?6 years in the industry
Office4860 West Moreno St., Buford, GA 30518
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$378,281
Advisors at the firm3,917
States licensed ?1 state
Services through Cambridge Investment Research Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersMarket timingEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Jan 2026 – nowCambridge Investment Research Advisors, Inc.Current firm
- 2021 – 2026SFI Advisors, LLCPreviously
Questions to ask Connor
Tailored to Connor’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Connor
How do I contact Connor?
Call Cambridge Investment Research Advisors at (641) 472-5100 and ask for Connor Tarleton. Connor works from the Buford, GA office.
How long has Connor been a financial advisor?
Connor has been in the industry since 2021, about 6 years. 6 years in the industry.
What licenses does Connor hold?
Series 65. Tap any license on this page to see what it allows.
Is Connor a fiduciary?
Connor is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Connor paid?
Cambridge Investment Research Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Connor for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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