Overview

We are a large OSJ affiliated with Cambridge Investment Research, Inc. With just under 70 advisors that represent over 1 billion in assets, we leverage our network to provide solutions, support and service to those affiliated. We are looking to grow our advisor base either through acquisition/merger or advisors joining our OSJ.

Our OSJ offers several value adds to an advisors business practices. We look forward to any introduction or connection and are open to developing our financial professional network to include CPA's, attorneys and insurance agents. We have strong relationships with our vendors and offer economies of scale to our affiliated advisors.

Last Activity
6 months or more

Business Data

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