Chartered Financial Consultant

Privacy Policy

Cambridge Investment Research, Inc. and its representatives take your privacy seriously and are committed to protecting your personal and financial information.  In the course of providing you with financial and other services we collect non-public personal information about you such as name, address, social security number, telephone number, email address, date of birth, income, employment, tax bracket and net worth. 

Cambridge Investment Research, Inc. and its representatives collect nonpublic personal information about you from applications, forms, oral conversation and electronic communications such as email.  We may also receive information from consumer reporting agencies.

Cambridge Investment Research, Inc. does not sell information about current or former customers to any third parties.  We may share information with third parties who help us provide the services you seek from us and we may also provide nonpublic information about you to non-affiliated third parties as permitted or required by law.

Registered Representatives and Investment Advisory Representatives of Cambridge Investment Research, Inc. are self-employed individuals in private practice.  In some instances, the individual you work with may also offer additional services that are not offered through CIR; however, our internal policy and procedure prohibits the use of nonpublic information that you have provided for CIR services for any other purpose.

At such time as Cambridge Investment Research, Inc. and the representative terminate their relationship with one another, both may retain information.