Solutions for Financial Professionals

How We Help You

We are dedicated to helping you develop your skills, attain your professional goals, and build your practice the way that makes the most sense for you over time. We take pride in guiding you through every step of the transition process and providing continuing support through education, training, and due diligence on products/services. With your success in mind, we help you develop a business plan while giving you the freedom to run your business in a manner that best serves your clients. No legal contracts, no conflicts of interest.

Our team can help you in a variety of ways:

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Succession and continuity planning

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Coaching and consulting

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Client investment solution recommendations

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Training for you and your staff

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Technology guidance and assistance

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Compliance oversight

Join Our Network

Interested in working with a team of dedicated, experienced business professionals?

Find Out More

Pivotal Financial Advisors LLC | 6300 Ridglea Place, Suite 801 | Fort Worth, Texas 76116
Phone: 817-201-8776; 817-600-7368, 515-370-1309
Email: Pivotal Financial Advisors, LLC

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 Pivotal Financial Advisors LLC are not affiliated. For Financial Professional use only.

This communication is strictly intended for individuals residing in all 50 states, DC, PR and VI. No offers may be made or accepted from any resident outside the specific states referenced.

Cambridge’s Form CRS (Customer Relationship Summary)

Pivotal Financial Advisors, LLC