Cambridge Investment Research

2 replies [Last post]
Seeker15's picture
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Joined: 2006-06-20

My independent isn't leaving me alone, banning street pricing on annuities. I've liked the story and public image from this company. Does anyone have experience or knowledge of the operation?
http://www.joincir.com/
Contract Pershing clearing seems a drain but I've heard they have improved over the years as well.
 

Seeker15's picture
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Joined: 2006-06-20

120 views and not a comment? Seems odd.

FreedomLvr's picture
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Joined: 2006-02-10

I really don't know anything about Cambridge.  If you're currently with RJFS (the only one I've heard of banning "normal" VA's) you'll probably experience service slowdowns going to a firm with 3rd party clearing.

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