New Advisors

When you join WhelanScott Asset Management, its not about where you have come from, its about where you want to go. WhelanScott Asset Management has tenured leadership on a local level that will support the development of your practice.

We are backed by the stability and support of a diversified financial services group. In addition, our broker dealer, Cambridge Investment Research, operates as an Independent Broker Dealer with a full service platform giving you the best of both worlds. You’ll have access to educational opportunities and market development support. Furthermore, Cambridge Investment Research, offers a full suite of services that include brokerage, advisor assisted fee based accounts, and managed accounts. Combine this with the firm’s cutting edge technology and you’ve got a value proposition that meets all your investment advisory needs.

Locally, we have the experience and expertise to help you enhance your desired business model. We believe in being in business for yourself, but not by yourself.

Opportunity and development are more than just words to us. We believe the growth of the company depends on the growth of its people, and we encourage all employees to continue the learning process as part of their professional development.

We are strongly committed to diversity and equal opportunity.