Our Broker-Dealer

Marsico Wealth Management is dedicated to remaining independent and having the freedom to structure our business in a manner that best serves our clients. That’s why we’ve chosen Cambridge Investment Group, Inc., as our financial solutions firm. Cambridge is a privately controlled firm focused on serving independent financial advisors and their investing clients. Cambridge is a national corporation with a registered investment adviser and industry leading independent broker-dealer.

We share in Cambridge’s core values of integrity, commitment, flexibility, and kindness, and are proud to to work for a firm whose purpose is to make a difference in the lives of their advisors, their advisors’ clients, and their associates.

Cambridge’s home office is located in Fairfield, Iowa, and have over 3,000 financial advisors across the nation.¹

1 As of December 31, 2016

Marsico Wealth Management, LLC

1018 Pittsburgh Road | Valencia, Pennsylvania 16059 | Phone: 724-898-3555 | Fax: 724-898-3299 | Email Chris

The information being provided is strictly as a courtesy. When you link to any of these web-sites provided herein, Marsico Wealth Management, LLC makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a broker/dealer, member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors Inc., a registered Investment Advisor. Cambridge and Marsico Wealth Management are not affiliated. Cambridge does not offer tax advice.

This communication is strictly intended for individuals residing in the states of FL, GA, IN, KS, NC, NY, PA, SC, TX and VA. No offers may be made or accepted from any resident outside the specific states referenced.

 

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