Business Description

At Cambridge Financial Partners our focus is to help you to live the life you have the best way you can. We have been providing investment advice and financial services to help our clients achieve their financial goals for over a decade.

Whether your financial affairs are relatively simple or very complex, I can help you develop an investment strategy that's right for you and can provide insight on how to plan for many of life's major events. These may include funding your retirement, funding a child's education or protecting your assets with proper financial and estate planning.

As an independent LPL Financial Advisor I have access to unbiased, independent research, which allows me to concentrate my energy on understanding your individual financial goals and offering impartial solutions to the challenges of wealth accumulation and management. As a qualified financial professional I can build long-term strategies that balance your financial objectives and constraints, your time horizons and your tolerance for risk and then measure them against your short- and long-term goals.

Our planning process can provide you with confidence in achieving the goals you value without unnecessary sacrifice to your lifestyle and without unnecessary risk to your portfolio. We do this by using a total wealth management approach. Each area is important individually, but managing them collectively is one of the most important factors in your overall financial success.

General Information

Gender:

Male

CRD#:

4933354

Firm CRD#:

6413

Insurance License#:

0E78929

Name of Broker/Dealer:

LPL Financial Corporation

States Licensed in:

CA, CT, NV, NY

Years of Experience in Financial Services:

Number of Years with Current Firm:

I work with the following types of clients:

Businesses, Individual Investors, Non-Profit Organizations

Services

Investment Types:

Annuities, Insurance, Mutual Funds, Socially Responsible Investments (SRI)

Qualifications & Memberships

Securities Licenses:

Series 63, Series 6, Series 65

Insurance and Annuity Licenses:

Variable Life, Disability, Variable Annuity, Long Term Care, Life, Health, Annuity

Firm Information

Number of Advisors in Office:

Up to 10 employees

Firm's Number of Clients:

300

Assets Managed by Firm:

$25,000,000

Assets Managed by Advisor:

N/A

Compliance

Registered Representative:

Yes

Investment Advisor Representative:

Yes

I am an acknowledged fiduciary:

Yes

Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Compensation & Fees

I am a fee-based financial professional:

Yes

Compensation Methods:

Commissions, Based on Assets

Prepared By:

Dick Drake

Most Recent Update:

12/01/2008