The Professional Alliance - The Financial Services Concierge
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Integrity, Service, Independence. In Everything We Do.
The TPA Advantage

 

“The best thing about TPA that I didn't have at my previous broker/dealer is the service and the smiles! “

Emmet Gemme, EA
Manchester, CT

 


Join Cambridge Investment Research without the minimum production

Most top-tier independent brokerage firms are off limits to Reps who do not meet their revenue prerequisites. Annual production requirements of $100,000 to as much as $250,000 is not uncommon and effectively prevents many Rep/Advisors from affiliating with a world-class broker dealer.

The good news is that The Professional Alliance enables Rep/Advisors to join a leading independent broker dealer without the usual production requirement. Because TPA is not owned by Cambridge, we are able to establish our own policies and manage our company for the benefit of our members. 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.

In 2007, the average production of a Cambridge Rep/Advisor was $230,000. Some of the largest Advisory and CPA firms in the United States are affiliated with Cambridge Investment Research. Now, through The Professional Alliance, quality Rep/Advisors are able to join Cambridge and enjoy the freedom to choose and the high-touch support they need.