Disclosures
Cambridge Investment Research, Inc. Disclosures
Client Relationship Summary Form regarding brokerage services | |
Client Relationship Summary Form regarding advisory services | |
Additional information beyond both of the above Forms CRS for Cambridge Investment Research, Inc. (“CIR”) and Cambridge Investment Research Advisors, Inc. (“CIRA”). | |
|
|
Cambridge brochure with the business practices, services, investment strategies, risks and conflicts of interest associated with the firm. | |
Advisor brochure, which includes information on educational, business background, and key advisory personnel for Merit Financial, LLC. | |
|
|
Information regarding the business practices, compensation, and conflicts of interest as they pertain to Cambridge Investment Research, Inc. | |
|
|
Notice pertaining to how Cambridge Investment Research Inc. (CIR) collects, shares, and protects your personal information. | |
A document that Registered Investment Advisers are required to provide to new or prospective clients enrolling in a wrap-fee program. | |
Understanding the Differences Between Commissionable and Advisory Accounts | Outlines the differences between a commissionable and advisory relationship when working with your financial professional, including services provided, costs, and applicable laws and regulations. |