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Affinity Wealth Advisors Site Map

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Affinity Wealth Advisors, Inc.
8170 Corporate Park Drive
Suite 210
Cincinnati, OH 45242
Phone: 513.489.7900
Email | Map

CURRENT CLIENTS: PORTAL & PLATFORM ACCESS

Affinity Web Portal
CIR-Statements
National Financial (Wealthscape)
American Funds (Retirement Plan Participants)
Schwab
Pershing
TDAmeritrade
TIAA

FINRA BrokerCheck®

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Form CRS for Cambridge
Form CRS for CIRA
Form CRS Supplement

DISCLOSURES AND LEGAL STUFF

Affinity Wealth Advisors Inc., 8170 Corporate Park Drive, Suite 210, Cincinnati, Ohio 45242. Phone: (513) 489-7900. Investment Advisor Representative: Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Registered Representative: Securities offered through Cambridge Investment Research Inc., a Broker/Dealer, Member FINRA/SIPC (www.finra.org,www.sipc.org). Cambridge and Affinity Wealth Advisors are not affiliated. Financial Professionals may only conduct business with residents of the states or jurisdictions in which they are properly registered, licensed or exempt from registration and not all of the securities, products and services mentioned are available in every state or jurisdiction. This website is only intended for residents of these states, and is not intended as an offer to sell securities to residents of any other state. Links disclosure: Neither Affinity Wealth Advisors nor Cambridge Investment Research are responsible for the content or technology of third-party websites that are linked to or from this website. Certified Planner Board of Standards, Inc. owns the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements.

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