Disclosures
Form ADV II provides information on how we’re paid, range of services provided and potential conflicts of interest for our Registered Investment Advisor, Cambridge Investment Research Advisors, Inc.
CRS – CIR – Commission Business – Provides information on services to retail investors, including investment services, such as providing recommendations for buying, selling, or holding securities for your commissionable account(s) in a Broker/Dealer capacity.
CRS – CIRA – Advisory Business – Provides information on services including asset management, financial planning & consulting, retirement planning & program fees
Commissionable vs Fee Based Accounts describes the difference between accounts where a Registered Representative is paid on commissions vs the an advisory account where the advisor is compensated by a fee.
Jeff Andrews
Form ADV IIB provides more information on Jeff Andrews, his qualifications, background, and any regulatory disclosures.
Please contact our office with any questions or for additional information.