The Broker Dealer you won't outgrow

The TPA Advantage

We are a destination, not a stepping stone

The Professional Alliance encompasses a variety of Rep/Advisors, each with similar values and goals, yet possessing distinct business characteristics. We support tax professionals, attorneys, insurance professionals and full-time financial advisors.

Most of our Reps came to us from other broker dealers where they were dissatisfied with the service they were receiving. Others were unable to prosper in a proprietary culture that focused on sales rather than the best interests of the client. Still others were seeking an alternative to transaction-based commissions and wanted to add world-class investment advisory services to their practice. Whatever their individual reasons, all were searching for a final destination where they would "live long and prosper."

Cambridge Investment Research is the dominant leader in fee-based business. We have access to a wide variety of investment products and services through Cambridge and our insurance services include advanced case design and products from hundreds of carriers. So whether you need investment management, estate planning, retirement planning, education funding, insurance or income tax planning, we have you covered. And our culture and philosophy are important factors you can count on for the long term.

The Professional Alliance and Cambridge Investment Research, the broker dealer you won't outgrow!