Smart Money Experience


Cambridge Legacy Group ranks #3 among independent broker/
dealers in Back Office Support to advisors!
Click here to see the article in the
June 2010 edition of Investment Advisor Magazine

CLG's Chairman and CEO Ben Carroll talks about The Red Sea Rules and The Smart Money Experience

BAI Partnership


What is a Trusted Advisor?
How do you make smart choices about your money?
How do you have a great life?

Our Advisors

Alex Wittenburg
Little Rock, AR

501-812-6559

RoleBioBeliefs
 
Andrew J. Miceli, MSFS, CFP®
Boca Raton, Fl

(561)-226-4607
 
Angel Perez CFP®
Folsom, CA

916-235-4646

RoleBioBeliefs
 
Bill Casillas
El Paso,TX

915-838-8668

RoleBioBeliefs
 
Bob Marlowe
Houston, TX

832-631-6119
 
Buster Godbee, CFP®
Little Rock, AR

501-812-6559

RoleBioBeliefs
 
Byron Preuss Byron Preuss
Spring, TX

281-444-2220

RoleBioBeliefs
 
Carl Spiteri
San Diego, CA

619-544-6444
 
Chris Bettencourt, CFP®
Bethesda, MD

301-656-5600
 
Christine Alindada
Dallas, TX

210-639-5174
 
Chuck Morgan Chuck Morgan
Dallas, TX

352-527-1527
 
Daniel Collins
Salisbury, MD

410-677-3425
 
Dan Vise
Bartlesville, OK

918-336-7877
 
Darrell Delphen
Baton Rouge, LA

225-752-2277
 
Dilip Shah, CFP®
Lewisville, TX

214-774-2817

RoleBioBeliefs
 
Trusted Advisor Dominique G. H. Vercaemert, RFC
Charlotte, NC

704-357-0088

RoleBioBeliefs
 
Don Martin Don Martin
Chatsworth, CA

818-470-5144

 
Doug Blankenship Doug Blankenship, CFP®
Dallas, TX

972-267-8181 x170

RoleBioBeliefs
 
Doug Smith, RFC®
Tampa, FL

813-347-9101
 

Douglas Snider
Mukilteo, WA

425-609-0933

RoleBioBeliefs

 
Edna Haden
Monroe, LA

318-329-2997
 
Elizabeth Norwood
Spring, TX

281-444-2220
 
Erik Bloomfeldt
Spokane, WA

509-994-6465
 
Fred Chasalow Fred Chasalow
Belmont, CA

650-508-1572
 

Gloria O. Chapman
Dallas, TX

214-693-5376

Bio

 
Jason Henry
Wimberley, TX

512-447-3980
 
Jay Jones
Roswell, GA

770-640-4031
 
Jerry Tuma
Dallas, TX

972-241-7107

Bio
 
  Jim Aulenti, ChFC
Marlborough, MA

508-357-7999
 
Jim den Dulk Jim den Dulk
Folsom, CA

916-235-4646

 

Joel Bailey, CLU, ChFC
Fort Worth, TX

817-294-9355

RoleBioBeliefs

 
John Kelly
Monroe, LA

318-329-2997

RoleBioBeliefs
 
Jon Nettles
Bartlesville, OK

918-336-7877
 
Ken Cornett, CFP®
Spring, TX

281-877-9200
 
Ken Davey
San Diego, CA

619-543-1050
 
  Kevin Anderson
Louisville, KY

502-265-5923
 
Kim Coulter
Phoenix, AZ

623-256-6902
 
Kyle E. Bryan, CLU
Burleson, TX

(817) 295-8843
 
Larry Dearman
Bartlesville, OK

918-336-7877
 
  Michael L. Jones, ChFC®, CFP®, MSFS
Louisville, KY

502-400-2999

Bio
 
Mike Breedlove
Tyler, TX

903-581-4036
 
Mike Henry
Austin, TX

512-447-3980
 
Mike Logsdon
Dallas, TX

972-267-8181

RoleBioBeliefs
 
Raleigh Bailes, Jr., CFP®
Sugar Land, TX

281-565-6400

RoleBioBeliefs
 
Ron House
Warrenton, VA

540-349-3361

RoleBioBeliefs
 
Russell Childs
Spring, TX

281-444-2220

RoleBioBeliefs
 
Sherman Hohenberger, CFP®
Dallas, TX

972-241-7107

 
Steve Myler, CFP®
Miramar Beach, FL

850-865-1206

 
Steve Swords
Lindale, TX

903-526-6669


RoleBioBeliefs
 
Todd Cour
Wisconsin Rapids, WI

715-423-9505
 

 

 

"In the grand scheme of things, money’s not that important. It’s significant only to the extent
that it allows you to enjoy what is important to you.”
--Bill Bachrach, Values Based Financial Planning
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The Smart Money Experience™ is a registered mark of Cambridge Legacy Group, Inc. at www.clgsite.com.
Values Based Financial Planning™ , Financial Road Map® and Success Road Map® are the registered mark of
Bachrach and Associates, Inc. All rights reserved.

Advisory services offered through Cambridge Legacy Advisors, Inc., an SEC Registered Investment Advisor.
Securities offered through Cambridge Legacy Securities, L.L.C. Member FINRA/SIPC and MSRB registered. OSJ: 15660 N. Dallas Parkway, Suite 700, Dallas, TX 75248. Insurance services offered through Cambridge Legacy Agency Group, Inc.
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