Britni Anderson

Britni Anderson

Administrative Assistant

Through a partnership with our independent broker-dealer, Cambridge Investment Research, Inc., we have access to a team of virtual office assistants who allow us to spend more time with our clients by taking on some of our administrative tasks. Britni Anderson joined Cambridge in 2014 and has nearly five years of experience in the financial services industry. In her current role, Britni assists financial advisors with administrative responsibilities including account management, reporting and planning, communication, and client management. She earned an associate’s degree from Indian Hills Community College, received the Lean Six Sigma Yellow Belt certification, and holds the FINRA Series 99 license.

 

Phone 800-777-6080