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Required Disclosures and Notices

As your Financial Advisor, we are required to share a few brochures and documents with you. These documents are designed to give you more information about our services and our relationship with our clients. 

Since many of them are lengthy, many clients prefer to have them available for download. You can view each of these documents her on this website. Click the links below. If you have any questions, please get in touch with us. 
 

CIRA Form CRS

CRS Supplement

CIRA Form ADV

Provides information regarding Investment advisory services

Provides additional information beyond the Cambridge Investment Research Advisors, INC. "CIRA" Form CRS

Presents information about Cambridge Investment Research Advisors, INC, through which your Financial Advisor offers advisory services

David Anderson ADV

Jacob Stilwell ADV

Regulation Best Interest

CIRA Privacy Policy

Provides details about your Investment Advisor Representative

Provides details about your Investment Advisor Representative

Provides information regarding business practices, compensation and conflicts of interest

Provides information on what Cambridge does with your personal information.

IMPORTANT CUSTOMER INFORMATION

Securities are offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer  FINRA/SIPC.

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Registered for Securities in AL, CO, FL, GA, IN, KY, MS, MO, NY, PA, SC, VA.         

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Broker Check

 

Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. 

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Fixed insurance services offered through various independent insurance companies. 

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LNB Investment Services is a trade name of LNB Community Bank. Cambridge and LNB Community Bank are not affiliated. 

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Products and services made available through Cambridge Investment Research, Inc. and  Cambridge Investment Research Advisors, are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.

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