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It's Your Business
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.
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:
- Schwab
- TD Ameritrade
- FRIAG
- Fiserv
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