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Understanding Commissionable and Advisory Accounts

Cambridge financial professionals may offer a wide variety of services to meet your investment goals and objectives. These services may be divided into two categories: investment products offered through a broker-dealer (also known as a “commissionable relationship”), and financial planning and asset management offered through a Registered Investment Adviser (also known as an “advisory relationship”). It is important you carefully consider the differences between a commissionable and advisory relationship when working with your financial professional. There are differences between these accounts, including services provided, costs, and applicable laws and regulations.

Read Understanding the Differences between Commissionable and Advisory Accounts for more information.