877 Ygnacio Valley Road, Suite 220, Walnut Creek, CA 94596

info@proxyadvisorygroup.com

Home
About
Services
Blog
Resources
Schedule a Call

Personal Information Form

Name

Email
Address

Message

Prohibit the sale of personal information

Request copies of personal information

Request deletion of personal information

Thank you! Oops!

Contact

Office: 925-472-8300

877 Ygnacio Valley Road

Suite 220

Walnut Creek, CA 94596

info@proxyadvisorygroup.com

Quick Links

Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
Latest Articles
All Videos
All Calculators

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

Securities offered through Registered Representatives of Cambridge Investment Research Inc., a broker-dealer, member FINRA / SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor and through Proxy Freedom LLC, a Registered Investment Advisor.

Cambridge and Proxy Freedom LLC are not affiliated.

This information is intended for use only by residents of AZ, CA, CO, FL, ID, IL, KS, MD, ME, MI, MO, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TX, VA, WA. Securities-related services may not be provided to individuals residing in any state not listed above.

Our representatives are registered to conduct securities business in AZ, CA, CT, FL, IL, MD, MO, NC, NJ, NV, OR, PA, SC, TX, UT, VA, WA, WI. This communication is strictly intended for individuals residing in the states listed. No offers may be made or accepted from outside the specific states referenced.

Insurance-related services may not be provided to individuals residing in any states other than AZ, CA, CT, FL, IL, MD, MO, NC, NJ, NV, OR, PA, SC, TX, UT, VA, WA, WI.

Cambridge’s Form CRS (Customer Relationship Summary)

A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up or individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements.

Check the background of your investment professional at BrokerCheck.

Links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation, or other affiliation with respect to any third parties or their content. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to, or your use of third-party technologies, websites, information, and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.