Cambridge Investment Research, Inc.
Because we offer our clients investment services and financial planning advice, we are required to partner with a Registered Investment Advisor (RIA) and/or a broker-dealer to process business and receive compensation. We chose Cambridge Investment Research, Inc.
With Cambridge, we choose to work with you in a way that keeps your best interests in mind. They have no proprietary products (i.e.: mutual funds, annuities, insurance, bank products, etc.) that other hybrid/dually registered RIAs might. This helps us, as your advisory team, to keep our fiduciary duty to you; that is, to "act in the best interest of the client at all times when providing financial advice."
In short, Cambridge serves as our head compliance team. They ensure everyone is properly licensed, review background checks, and help us provide all legally required disclosures. For more information, visit www.joincambridge.com