Our Broker-Dealer

Legacy Financial Partners is an independent financial services firm, which means we maintain our independence from Wall Street, big banks, and insurance companies. We are not pressured by corporate interests and can focus on providing the products and services that work best for our clients. We work for our clients and no one else.

We chose to work with industry-leading independent broker-dealer Cambridge Investment Research, Inc. Based in the Midwest, Cambridge is among the largest privately controlled independent broker-dealers in the country. They support several thousand independent financial professionals nationwide who serve hundreds of thousands of clients.

Cambridge is focused on the financial professional with an independent mindset and dedication to best serving the needs of their investing clients. Remaining independent and privately controlled has long been part of their plan. Cambridge believes that independence is important to their ability to control their destiny – so financial professionals can gain better control of their journey as independent business owners.

For more information about Cambridge, visit www.cir2.com.

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Legacy Financial Partners