Unclaimed Profile

Penny Boone Marchand

CAMBRIDGE FINANCIAL GROUP, LLC·TUCSON, Arizona

Series 6, Series 7, Series 63, Series 65Clean record24 years registeredCAMBRIDGE FINANCIAL GROUP, LLC

6700 N. ORACLE RD., TUCSON, AZ 85704CRD# 2536224Firm CRD# 117428

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Penny Boone Marchand · TUCSON, AZ

Registration

CRD #2536224 · CAMBRIDGE FINANCIAL GROUP, LLC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CAMBRIDGE FINANCIAL GROUP, LLC

CAMBRIDGE FINANCIAL GROUP, LLC

Dec 2001 – Apr 2026

TUCSON, AZ

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · December 17, 2001

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAMBRIDGE FINANCIAL GROUP, LLC

CRD 117428 · SEC 801-110472

AUM

$469M

Regulatory assets under management

Employees

1,318 client accounts

Services offered by CAMBRIDGE FINANCIAL GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CAMBRIDGE FINANCIAL GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Penny Boone Marchand offer?

Penny Boone Marchand specializes in Financial Planning, Investment Management.

What are Penny Boone Marchand's credentials?

Penny Boone Marchand is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Penny Boone Marchand located?

Penny Boone Marchand is based in TUCSON, Arizona, last registered with CAMBRIDGE FINANCIAL GROUP, LLC.

How does Penny Boone Marchand charge for services?

Penny Boone Marchand's firm is compensated through percentage of aum, subscription fees, other: % of income. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAMBRIDGE FINANCIAL GROUP, LLC?

CAMBRIDGE FINANCIAL GROUP, LLC has approximately 9 employees and manages $469M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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