Providing concierge service to Financial Professionals
The Professional Alliance provides a wide selection of the best financial products… expert operational support… and competent, efficient service… without a sales culture. We support financial services professionals who want to grow their fee-based asset management revenue while maintaining the ability to offer traditional commission products. Learn More...
Maintaining our autonomy enables us to protect yours
TPA has selected Cambridge Investment Research as our independent broker dealer. But The Professional Alliance is not owned by Cambridge Investment Research. We are not employees of Cambridge and do not receive any compensation from Cambridge. This unique structure enables us to truly be your advocate and provide you with unmatched personalized support. Learn More...
Join Cambridge Investment Research without the minimum production
The Professional Alliance enables Rep/Advisors to join a leading independent broker dealer without the usual production requirement. While Cambridge Investment Research requires a minimum annual production of $100,000 to join the firm, this stipulation is waived for members of The Professional Alliance. Learn More...
Build your fee business by learning from The Fee Experts™
Freedom to choose requires a broker/dealer with the widest range of options, and nobody offers more fee-based options than Cambridge Investment Research. While some Rep/Advisors can satisfy their clients' needs with just a few mutual fund choices, an ever-increasing number are turning to professional money management using multiple trading platforms, requesting customized fee schedules, even creating new programs for their clients. Learn More...
TPA specializes in supporting accountants and attorneys
The principals of The Professional Alliance have supported CPAs and tax professionals for almost twenty years, making us one of the most experienced teams in the industry. Unlike salespeople who want to “partner” with an accounting firm just to sell products, we empower the tax professional by maintaining and building client relationships by efficiently offering new financial services. Learn More...
Custom support for insurance professionals
Our strategy enables the agent to own their financial services business and receive the compensation they deserve. Unlike insurance company broker dealers, there are no proprietary products to sell. You are allowed to put your clients into the products you know suit their needs. Independence to make decisions that will grow your business and increased compensation are standards for our representatives. Learn More...
Independent and built to stay that way
Nothing is more frustrating to an independent-minded professional than having their broker dealer gobbled up by an insurance company or other proprietary organization. The management teams at The Professional Alliance and Cambridge Investment Research are dedicated to your continued objectivity and will remain independent. Learn More...
Rep/Advisors own their book of business
One of the most important facets of having a financial services practice is the opportunity to own your book of business. TPA and Cambridge Investment Research will never infringe on your ownership and ability to sell your practice to whomever you want, whenever you want. You've worked hard to build your business, so we also offer a succession planning program to assist Rep/Advisors with selling their practice when the time comes. Learn More...
We are a destination, not a stepping stone
The Professional Alliance is committed to the success of our Rep/Advisors. We get to know each of our financial professionals personally and create a customized strategy to support them efficiently and effectively. Our broker dealer, Cambridge Investment Research, is the dominant leader in fee-based business. And our culture and philosophy are important factors you can count on for the long term. Learn More...
Welcome to The Professional Alliance. Integrity, Service, Independence. In Everything We Do.Registered Principal. Securities offered
through Cambridge Investment Research, Inc., a Broker/Dealer,
Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment
Research Advisors, Inc.,
a Registered Investment Advisor. The Professional Alliance, Inc. and Cambridge
are not affiliated.
©2009 The Professional Alliance. All Rights Reserved.