Broker Check

About cfd Investments

CFD Investments is one of the leading financial services companies and independent broker/dealers in the nation. For more than three decades, the firm has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their clients’ wealth. A chief objective of CFD Investments is to reduce the complexity of running a financial services practice so advisors can focus on what they do best, help their clients attain their financial goals and fulfill their dreams.

With a centrally located headquarters, CFD Investments supports financial advisors in helping their clients by offering a robust mix of services and tools such as:

  • Enabling technology
  • Comprehensive compliance services
  • Practice management programs and training
  • Independent research

CFD Investments understands that providing Americans with unbiased investment advice is critical to their financial security. Because the firm has no proprietary products to sell, CFD Investments advisors can provide truly objective, conflict-free advice and investment recommendations.

Hundreds of financial advisors nationwide rely on CFD Investments to help meet their clients’ financial needs. They do so by using the firm’s tools and resources that help them discover their clients’ priorities, dreams, and passions; analyze and develop financial plans that support every stage of their clients’ lives; and make suitable recommendations that put clients on the path to pursuing their goals.

For more information about cfd Investments, visit cfd Investments.