At IRIS Financial Services, we provide assistance in the following areas:
Financial Planning Retirement Planning Investment Management Estate planning Life Insurance
Thomas D. Foy, Jr. is a registered representative of and offers securities and investment advisory services through Cambridge Investment Research, Inc., a broker-dealer member FINRA/ SIPC). Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and IRIS Financial Services are not affiliated.
The registered representatives of IRIS Financial Services may only discuss securities or transact business with persons who are residents of AL, CO, CT, DE, FL, GA, MA, MD, ME, NC, NJ, NY, OH, OK, PA, SC, VA. Advisory services offered to residents of FL and NJ.
No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under securities laws of such jurisdiction.
See Cambridge Investment Research, Inc.'s (Cambridge) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services Cambridge offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. Cambridge's Forms ADV, Part 2A, which describe Cambridge’s investment advisory services, Regulation Best Interest Disclosure Document, which describes Cambridge's broker-dealer services, and other client disclosure documents can be found here.