Strategic Alliances

Legacy Capital has formed alliances with some of the leading organizations in our industry to ensure our clients receive high quality products and services.

Through our affiliation with Cambridge Investment Research, the nation’s largest independent broker-dealer*, Legacy Capital, LLC has the ability to access third-party independent asset managers and competitive pricing on third-party managed assets. Legacy Capital, LLC has the ability to custody fee-based assets at Fidelity, Schwab and TD Ameritrade.

Cambridge Investment Research

For more than four decades, Cambridge Investment Research has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their clients' wealth. A chief objective of Cambridge Investment Research is to reduce the complexity of running a financial services practice so advisors can focus on what they do best—help their clients attain their financial goals and fulfill their dreams.

Cambridge Investment Research supports financial advisors in helping their clients by offering a robust mix of services and tools such as:

  • Enabling technology
  • Comprehensive clearing and compliance services
  • Practice management programs and training
  • Independent research

Because the firm has no proprietary products to sell, Cambridge Investment Research, Inc. advisors seek to reduce conflicts of interest and align their interests with those of their clients.
Thousands of financial advisors nationwide rely on Cambridge Investment Research to help meet their clients' financial needs. They do so by using the firm's tools and resources that help them discover their clients' priorities, dreams, and passions; analyze and develop financial plans that support every stage of their clients' lives; and make product recommendations that put clients on the path to pursuing their goals.

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

* Based on revenue, as reported in Financial Planning magazine, June 1996-2012