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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.

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Securities offered through Cambridge Investment Research, Inc., a Registered Broker/Dealer, Member FINRA/SIPC.. Investment Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.

Cambridge Investment Research, Inc.and Scott E. Marshall & Associates Wealth Management are not affiliated.

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This communication is intended strictly for individuals residing in the following states: AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, MA, MD, MN, NC, ND, NH, NJ, NV, NY, OH, OR, PA, RI, SC, SD, TX, UT, VA, WA. No offers may be made or accepted from any resident outside the specific states referenced.

Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns. There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio. No investment strategy, such as asset allocation, can guarantee a profit or protect against loss. Actual client results will vary based on investment selection, timing, market conditions, and tax situation. Cambridge does not offer tax or legal advice. Fixed insurance products offered through Scott E. Marshall & Associates Wealth Management.