Resources

Cambridge

Cambridge Investment Group, Inc. is a privately-controlled financial solutions firm focused on serving independent financial advisors and their investing clients. Cambridge’s national reach includes: Cambridge Investment Research Advisors, Inc., a large corporate RIA; and Cambridge Investment Research, Inc., an independent broker-dealer, member FINRA/SIPC, that is among the largest privately-controlled independent broker-dealers in the country. Overall, Cambridge supports several thousand independent financial professionals nationwide who serve their hundreds of thousands of clients as registered representatives and investment advisor representatives, choosing to use either Cambridge’s firm Registered Investment Adviser or their own. For more information, visit www.joincambridge.com.

Pershing, LLC

Pershing, LLC serves as the clearing house for our brokerage business. By working with Pershing, we are able to use cutting‑edge technology to identify, analyze, trade and track virtually any investment vehicle. Through Pershing, we offer our clients a comprehensive management account that combines, brokerage, checking, money-market funds and a debit card, all in one consolidated statement and with 24/7, online access to account information.

Fidelity Clearing and Custody Solutions

Fidelity Clearing and Custody Solutions(Fidelity) is a leading provider of trading, custody and brokerage services to registered investment advisors, trust institutions and third party administrators. Fidelity provides a comprehensive set of products and services, innovative investment tools and research, an integrated brokerage and trust platform, and dedicated client service professionals – all designed to help its clients thrive by growing their businesses, more effectively meeting customer needs, and enhancing operational efficiency and profitability. Medallion Wealth Management, Inc., is not affiliated with Fidelity or any of its affiliates but is able to leverage the capital, resources and expertise of the Fidelity organization on behalf of our clients. Fidelity Clearing and Custody Solutions provides brokerage products and services and Is a division of Fidelity Brokerage Services LLC. Clearing, custody or other brokerage services may be provided by National Financial Services LLC, or Fidelity Brokerage Services LLC.

[1] Clearing, custody or other brokerage services may be provided by National Financial Services LLC, or Fidelity Brokerage Services LLC. 491978.2.0

Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Medallion Wealth Management, Inc. are not affiliated. This communication is strictly intended for individuals residing in the states of AL, AZ, AR, CA, CO, CT, DC, FL, GA, IA, ID, IL, IN, KS, LA, MD, ME, MI, NC, NJ, NY, OH, PA, SC, SD, TN, TX, VA, VT, WA, WV. No offers may be made or accepted from any resident outside the specific states referenced. Cambridge does not provide tax or legal advice.

Cambridge’s Form CRS (Customer Relationship Summary)

The information being provided is strictly as a courtesy. When you link to any of these web-sites provided herein, Medallion Wealth Management 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.

Medallion Wealth