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.
Form ADV IIB provides more information on Jeff Andrews, his qualifications, background, and any regulatory disclosures.
Form ADV IIB provides more information on Daniel Sherman, his qualifications, background, and any regulatory disclosures.
Please contact our office with any questions or for additional information.