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Ask An Advisor: What services do you offer beyond investment management? Thumbnail

September 3, 2025

Ask An Advisor: What services do you offer beyond investment management?

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1505 Mangrum St.
Pflugerville, Texas 78660
Phone and Text: (512) 231-0890

Fax: (512) 990-1010

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Capital Advisors & Cambridge are not affiliated. We are registered to sell securities in the following states: AL, AR, AZ, CA, CO, FL, GA, HI, IL, IN, KS, LA, MA, MD, ME, MI, MS, NC, NJ, NM, NV, OH, OK, PA, RI, TX, VA, WA, WI. Visit the FINRA website for more information, click here. Visit the SIPC website for more information, click here.

Fixed insurance offered through various independent insurance companies.

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.

Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here. The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided on these websites.

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