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John Raymond Tozzi

CAMBRIDGE INVESTMENTS, LLC·JACKSON, Wyoming
Clean recordCAMBRIDGE INVESTMENTS, LLC
162 PINE GLADES DRIVE, JACKSON, WY 83001CRD# 448642Firm CRD# 174460

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Raymond Tozzi · JACKSON, WY
Registration
CRD #448642 · CAMBRIDGE INVESTMENTS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

John Raymond Tozzi is a registered financial advisor based in JACKSON, Wyoming, affiliated with CAMBRIDGE INVESTMENTS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
CAMBRIDGE INVESTMENTS, LLC
CAMBRIDGE INVESTMENTS, LLC
AUM
$14M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at CAMBRIDGE INVESTMENTS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 448642
Firm CRD# 174460
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Raymond Tozzi offer?
John Raymond Tozzi specializes in Retirement Planning. Contact their office in JACKSON, Wyoming for a consultation.
What are John Raymond Tozzi's credentials?
John Raymond Tozzi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Raymond Tozzi located?
John Raymond Tozzi is based in JACKSON, Wyoming, working with CAMBRIDGE INVESTMENTS, LLC. Their office serves clients in the JACKSON metropolitan area and surrounding communities.
How does John Raymond Tozzi charge for services?
John Raymond Tozzi's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAMBRIDGE INVESTMENTS, LLC?
CAMBRIDGE INVESTMENTS, LLC has approximately 3 employees and manages $14M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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