Our Broker-dealer
As an independent financial advisor, I have no obligation to any banks, insurance companies, or investment firms to push their products. The only pressure I’m under is the pressure I place on myself to provide excellent service to you. I’ve chosen Cambridge Investment Research, Inc. (Cambridge) as my independent broker-dealer, which enables me to select from a vast menu of programs, products, and services to meet your specific needs.
LAB Wealth Management shares the same four core values that drive a culture of service excellence, passed from the home office, to my business, and finally to you:
- Integrity – honesty, fairness, and ethics are the foundation of our culture
- Commitment – making a difference to the community through quality, excellence, and service
- Flexibility – offering solutions based on being open-minded, resourceful, and committed to mutual win-win
- Kindness – in all things, consideration and compassion with a human touch guide our decisions
It is very important that I affiliate with a broker-dealer that reflects my values. Just as I was able to choose a broker-dealer with a certain set of values, you have the opportunity to choose a financial advisor that exhibits the qualities you admire most.
To learn more about Cambridge’s culture and values, visit here.
1130 Wood Street | Oakland, California 94607
PO Box 70974 | Oakland, California 94612
Phone: 510-735-9854 | Fax: 510-373-2449 | Email: leon@labwealthmanagement.com
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and LAB Wealth Management, LLC are not affiliated.
This communication is strictly intended for individuals residing in the states of AR, CA, CO, CT, DC, FL, GA, HI, IL, IN, KS, MA, MD, MO, NC, NJ, NV, NY, OR, TN, TX, VA, and WA. No offers may be made or accepted from any resident outside the specific states referenced.
The information being provided is strictly as a courtesy. When you link to any of the websites provided herein, LAB 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.