Broker Check

Disclosures

Cambridge Investment Research, Inc. Disclosures


Form CRS (CIR)

Client Relationship Summary Form regarding brokerage services

Form CRS (CIRA)

Client Relationship Summary Form regarding advisory services

Client Relationship Supplement

Additional information beyond both of the above Forms CRS for Cambridge Investment Research, Inc. (“CIR”) and Cambridge Investment Research Advisors, Inc. (“CIRA”).

 

 

ADV Brochure Part 2A

Cambridge brochure with the business practices, services, investment strategies, risks and conflicts of interest associated with the firm.

ADV Brochure Part 2B

Advisor brochure, which includes information on educational, business background, and key advisory personnel for Merit Financial, LLC.

 

 

Regulation BI Disclosure

Information regarding the business practices, compensation, and conflicts of interest as they pertain to Cambridge Investment Research, Inc.

 

 

CIR Privacy Policy

Notice pertaining to how Cambridge Investment Research Inc. (CIR) collects, shares, and protects your personal information.


Wealthport Wrap Brochure

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.