PG
Peter L. Gabriel
CAMBRIDGE FINANCIAL ADVISORS
Buena Vista, CO
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CRD#: 6401666
PG
Peter Lyndon Gabriel MR.CAMBRIDGE FINANCIAL ADVISORS
Professional summary
Peter Lyndon Gabriel MR. is a registered financial advisor currently at CAMBRIDGE FINANCIAL ADVISORS, LLC located in Buena Vista, Colorado.
Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Peter has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Always Fiduciary
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Peter L. Gabriel is an unpaid volunteer and board member of the Arkansas Valley Christian Mission in Buena Vista, CO since January 2020. He is currently the board's secretary and treasurer. This is not an investment-related activity. His duties include attending quarterly board meetings, managing the charity's website, preparing meeting minutes, financial recordkeeping, oversight of budget, stewarding financial resources and accounts, and providing leadership and effort on needs or issues associated with the mission. Peter L. Gabriel spends approximately two hours per month on this activity, none during normal trading hours. Peter L. Gabriel is the sole proprietor of HB Industrial Consulting, LLC since May 2025. This is not an investment-related activity. In this capacity he evaluates and coaches management teams in factories to improve operations and efficiency. These factories are located in both the US and international locations. After observing and learning about the factory, he provides recommendations for improvement and works with plant leadership teams to implement these recommendations. Peter L. Gabriel spends approximately twenty hours per month on this activity, and approximately two hours during normal trading hours. However, no current consulting jobs are planned or foreseen for 2026 and beyond.
CRS (Client Relationship Summary) - RIA
Click below to view Peter Lyndon Gabriel MR.'s CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
October 27, 2014 - Present
CAMBRIDGE FINANCIAL ADVISORS, LLC
RIA
CRD#: 118314
Buena Vista, CO
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Colorado(10/27/2014)
IAR
Florida(6/5/2025)
IAR
Kentucky(3/24/2022)
IAR
Ohio(10/28/2014)
IAR
Texas(3/21/2016)
Current Firm
CF
CAMBRIDGE FINANCIAL ADVISORS, LLC
CAMBRIDGE FINANCIAL ADVISORS, LLC
CRD#: 118314 / SEC#: 801-129597
RIA
Registered Investment Advisory firm - (10/31/2024 Terminated)Colorado
Registered Investment Advisory firm - (9/27/2024 Approved)Florida
Registered Investment Advisory firm - (5/29/2025 Approved)Kentucky
Registered Investment Advisory firm - (10/21/2024 Approved)Ohio
Registered Investment Advisory firm - (8/19/2024 Approved)Texas
Registered Investment Advisory firm - (10/7/2024 Conditional Restricted)Wisconsin
Registered Investment Advisory firm - (10/10/2024 Approved)Loading...
Contact information
Main Address
339 E Highway 50 Suite 104, Salida, CO 81201
Mailing Address
Phone number
(719) 539-1040
Established
Firm type
Fiscal year end
# of Employees
4
Red Flags
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