Cambridge Source, Virtual Assistant Team

Through a partnership with my broker-dealer, Cambridge Investment Research, Inc., I have access to a team of specialists who allow me to spend less time on administrative tasks and more time focusing on helping clients meet their financial goals.  Cambridge Source Virtual Assistants, based at Cambridge’s home office in Fairfield, Iowa, have over 16 years of combined industry experience.

Erica Kenney
Branch Support and Supervision
– Partner Support Center