Cambridge Investment Research

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Jun 20, 2006 11:21 pm

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.


Jun 26, 2006 6:49 pm

120 views and not a comment? Seems odd.

Jun 27, 2006 5:04 pm

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.