The Professional Alliance - The Financial Services Concierge
Call us at 888-766-5550
Member FINRA/SIPC
Integrity, Service, Independence. In Everything We Do.
Our Broker Dealer

 

“I joined TPA because it is independent, I get great personal service, I know the principals directly and they are in "tune" to my business model and practice.”

Jonathan Kanovsky
Bayside, NY

 


No Minimum Production

Join Cambridge Investment Research without the minimum production
The Professional Alliance enables you to join Cambridge Investment Research- one of the leading independent brokerage firms in the United States- without the usual minimum production requirement!

Most top-tier independent brokerage firms are off limits to Reps who do not meet their revenue prerequisites. An annual production requirement 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. This is a tremendous opportunity for Rep/Advisors who are building their business or who have another core competency such as accounting, law or insurance.

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.

“If you have outgrown your entry-level broker dealer, and do not have the significant minimums required to join the best independent firms, there are very few quality options available to you,” states Doug Tarella, President of The Professional Alliance.

TPA offers Rep/Advisors the opportunity to affiliate with one of the leading independent brokerage firms in the United States- without needing the $100,000 minimum production requirement. In essence, you can join a top-notch broker dealer NOW, without having to wait until you build up your production.