Protected Investors of America
California Home Office Support
The Protected Investors of America (PIA) Super OSJ home office is comprised of licensed and unlicensed individuals who provide the supervision and support that our advisors need in order to focus on delivering top-quality services to their clients. Essentially, we focus on the on the daily nitty gritty details, so our advisors don't have to. OSJ services include trade approval, new account approval, compliance research, annual advisor audits, some marketing assistance and quarterly informational meetings, among many other benefits.
Our home office is located in Santa Rosa, CA (about an hour north of San Francisco, CA), however our advisors are located throughout California and Arizona. Our clients can be found in 38 states.
If you are an advisor looking to join an OSJ, please contact us HERE.
Cambridge Investment Research, Inc.
Cambridge Investment Research, Inc. (Cambridge) is an independent, privately-controlled broker-dealer with over $80 billion assets under management, nearly 700 home office associates, and over 3,00 independent registered representatives serving hundreds of thousands of clients across the United States. As an industry leader, they strive to create a workplace that reflects our four core values of integrity, commitment, flexibility, and kindness while fostering an atmosphere that allows our associates to thrive and enjoy our mutual success.
Cambridge has been honored as ‘Broker Dealer of the Year’ for 2017-2012, 2010, 2008, 2007, and 2003 by *Investment Advisor magazine; and was ranked 10th in the ‘2016 FP50 IBD Revenue Growth’ by Financial Planning magazine. Cambridge is also among the top 25 large companies honored as a ‘Top Workplace in Iowa’ for 2017, and is one of only 10 companies consecutively ranked among the Top Workplaces since the ranking began in 2011 by the Des Moines Register.
Learn more at their website: Cambridge Investment Research
Through Cambridge, We work with several clearing firms
Our advisors service client accounts through a variety of clearing firms. including:
- **Fidelity Clearing and Custodian Solutions, FCCS
- (Formerly National Financial Services, NFS)
- Charles Schwab
- Other direct companies
- Wondering about a particular company? contact us