Our Broker-Dealer

cir_for _web_09Just as you have the opportunity to choose your financial professional, we in turn can choose our independent broker-dealer. As an independent financial firm, we are not an employee of an investment or financial services firm – we are independent business owners. Therefore, we are not pressured or distracted by corporate interests and can focus on what is best for you and your financial goals. We are proud that our values, specifically integrity, are shared with our broker-dealer, Cambridge Investment Research, Inc. (Cambridge). Click here to find out how together, we focus on a common priority – you.

As one of the most respected and largest privately held independent broker-dealers in the U.S., Cambridge is owned entirely by its management and financial professionals. Their executive leadership has spent over 15 years consciously building a legal structure, business plan, and a superior management team with the goal of remaining privately owned. Cambridge has continually put the objectivity of independent financial professionals first to ensure the long-term success of the financial services industry, financial professionals, and clients. Objective advice on achieving your financial goals may be best delivered by an independent financial professional.

Cambridge, member FINRA/SIPC, remains strong and growing – thanks to their conservative financial strategy and the disciplined efforts of financial professionals in their independent practices. Together we maintained perspective during the turbulent times in the financial markets and survived the unprecedented meltdown on Wall Street. More importantly, we are thriving as stability drives renewed interest in traditional values and conservative business practices.

1400 Prudential Drive,  Suite 4
Jacksonville, FL  32207
Ph: 904-379-3386
Fax: 904-309-9062
Map and Directions

2233 Park Avenue
Building 100, Suite 204
Orange Park, FL 32073
Ph: 904-264-0520
Fax: 904-369-9064
Map and Directions
www.FamilyWealthAdvisorsOP.com

1027 South 8th Street
Fernandina Beach, FL 32034
Ph: 904-432-8062
Fax: 904-432-8636
Map and Directions

This communication is strictly intended for the individuals residing in the sates of AL, FL, GA, IL, LA, MA, MD, MS, NC, ND, NJ, NM, NV, NY, RI, SC, TN, VA, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

1400 Prudential Drive, Suite 4
Jacksonville, FL 32207
Ph: 904-379-3386
Fax: 904-309-9062

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1027 South 8th Street
Fernandina Beach, FL 32034
Ph: 904-432-8062
Fax: 904-432-8636

2233 Park Avenue Building 100, Suite 204 Orange Park, FL  32073
Ph: 904-264-0520
Fax: 904-369-9064
www.FamilyWealthAdvisorsOP.com

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Family Wealth Advisors