Dear ,

We kindly request your assistance in filling out our financial fact finder. The information is crucial as it provides the necessary data to help us set up your account(s). Simply complete the following to ensure a smooth and efficient process. If you have any questions while completing this questionnaire, feel free to text or call us at 512.231.0890.

When you are ready, click the Start button below.

Kind Regards,

Jennifer Schaefer

*Please note that depending on the type of account, we may need to obtain additional information.

This form collects data for informational purposes only and does not supersede any data or information reported on official Cambridge forms. This information is provided by you (the client). If any of the information is incorrect, you should notify your financial professional The information provided by you should be reviewed periodically and updated when either the information or your circumstances change.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC. Advisory services through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Capital Advisors & Cambridge are not affiliated.