Our Team

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Waterside Financial Advisors, LLC are not affiliated. Tax Services provided by Waterside Financial Advisors, LLC. Cambridge Investment Research, Inc. does not provide tax advice. The registered representative(s) and/or investment adviser representative(s) listed on this website are licensed in the following states:

We are licensed to sell insurance products in CO, FL, IL, IN, KY, MN, MT, NC, NM, OH, WI, WY

Advisors may only conduct business with residents of the states or jurisdictions in which they are properly registered, licensed or exempt from registration and not all of the securities, products and services mentioned are available in every state or jurisdiction.

The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of the information provided at these websites.

Cambridge does not offer tax or legal advice.

Cambridge’s Form CRS (Customer Relationship Summary)