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.
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. 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.
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.
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. 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.
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.
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.
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 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.
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.
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.
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