Own your book of business

Our Broker Dealer

It's Your Business

Representatives 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 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.

RIA Choices
You are welcome to use either your own RIA or the Cambridge Investment Research Advisors (CIRA) for hourly Financial Planning, for Fee-Based Financial Planning/Consulting, or for Fee-Based Asset Management. There is a nominal fee ($100/year) for the use of CIRA, and in certain situations there may be slight payout differences.

Outside Platforms
Most broker/dealers want to control the money managed by their Rep/Advisors. With Cambridge, the Rep/Advisor has multiple platform options and can manage the client's assets without prejudice or influence. Platform choices include, among others:

1. Schwab
2. TD Ameritrade
3. FRIAG
4. Fiserv