Your multi-faceted Transition Team is comprised of specialists from many Departments, includinng Advisor Services, Registration and Licensing, Brokerage Transitions, Direct Operations and Compliance.

Leading the team is your specially designated Regional Consultant (RC), who is FINRA Series 7 licensed and trained to understand the business the way you do. Your RC oversees every step of your transition, customizes a training plan that meets your unique needs, and consults with other team members to address even the most sophisticated questions. Their goal is to streamline the transition process so you can devote more time to your main focus – client relationships.

Emerging Practices

If you want to take your emerging practice to the next level, Cambridge’s Advisor Partner Program is for you! The Advisor Partner Program is an elite division spearheaded by six of our top offices, each with over 20 years of industry experience. Our Advisor Partners have a proven track record of helping Rep/Advisors grow their book of business. As part of the program, you’ll receive first-rate coaching, compliance, and back office support. This program has proven so effective that many Rep/Advisors request to continue long after they’ve reached their business development goals.

Your transition experience is just a taste of the customizable service and support you’ll encounter over the coming years. Expect nothing less than industry-leading guidance in the areas of practice management, marketing, and professional education.

Learn how our Transition and Practice Management Teams can start you on your own Cambridge journey.