Disclosures
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We value transparency and want to make sure you have all the information you need regarding our business practices, so please take a moment to review the disclosures below. As you explore our website, you'll discover more about who we are and what we offer. If you have any questions or feedback, please don't hesitate to contact us – we are always happy to assist you in any way we can.
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FORM CRS (Broker-Dealer) | FORM CRS (RIA) | Investor Disclosures
Securities are offered through Cambridge Investment Research, Inc. a Broker Dealer, Member FINRA/SIPC.
Advisory services are offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.
Moore Financial is not a subsidiary of nor controlled by Cambridge Investment Research, Inc. Moore Financial and Cambridge are not affiliated.
Moore Financial is an independent sales agent and not an employee of Cambridge Investment Research, Inc.
Fixed insurance provided through Moore Financial.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Honorees of Million Dollar Round Table (1998-2024) must achieve a sales goal predetermined by the MDRT organization and maintain this level throughout the course of one year. Qualification for recognition is based on the amount of premium/commission dollars produced over the previous year. Sales amounts are independently verified by the MDRT organization through certifying letters. Million Dollar Round Tables's Life Membership (2008-2024) is awarded to members with 10 years of qualifying membership. Proof of production is not required beginning in the eleventh year. Qualified individuals must pay a membership fee in order to participate. Recognition is not representative of any investment performance or returns.
Content provided via links to third-party sites should not be considered an endorsement of third-party content. We make no representation as to the completeness or accuracy of information provided on these websites.
Content/Posts pertaining to Outside Business Activities, including fixed insurance services, do not relate to securities or advisory services and are not affiliated with Cambridge.
Reviews on this site may or may not be by clients of the firm. No compensation is being provided for sharing opinions and experiences on this site. The reviewer's comments may not be representative of any other person's experience and is no guarantee of future performance or success.