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

 

Owen V. Kane
President/Managing Partner
Ferndale Wealth Advisors, LLC
499 Bovey Rd
Wayzata, MN 55391
P/F: 952-288-2860

425 Dockside Dr. Unit 201, Building III
Naples, FL 34110
P: 239-596-7142
okane@okanefwa.com

This communication is strictly intended for individuals residing in the states of  AZ, CA, FL, IA, KS, MN, NY, TX, & WI. No offers may be made or accepted from any resident outside the specific states referenced.
Diversification and asset allocation strategies do not assure profit or protect against loss.

Owen V. Kane
President/Managing Partner
Ferndale Wealth Advisors, LLC
499 Bovey Rd
Wayzata, MN 55391
P/F: 952-288-2860

425 Dockside Dr. Unit 201, Building III
Naples, FL 34110
P: 239-596-7142
okane@okanefwa.com

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Ferndale Wealth Advisors, LLC