Broker Check

Money Managers


Family Legacy Concepts utilizes third party Money Managers. Many of these firms operate with their own securities custodian and clearing platform. 

For information of specific offerings use the submission box on the right to specify your interest in Money Managers.

Mutual funds are offered by Prospectus. ADV Brochures provide you information about your Investment Advisor Representative and Cambridge Investment Research Advisors. Review the applicable documents before investing. For the tax consequences of investment vehicles, as they specifically relate to your circumstances, consult with your income tax accountant or attorney.

Note that minimum amounts to open new accounts are subject to change.