Madeley & Company - Attorneys Professional Liability

Professional Liability for Financial Advisors?

Cambridge Alliance is the National Program Administrator, and Madeley & Company, Inc. administers the program for the State of Texas, working hand in hand with Cambridge. We try our best to provide you with the best service possible and always try to be there to answer your questions and take care of your concerns. Madeley & Company, Inc. and Cambridge Alliance are both dedicated to working closely with a company to provide the best price available, have the best coverages available for your particular firm and to work with a company that is here for the long haul in this ever changing industry.

Evanston's Registered Investment Advisors (RIAs) program targets small to mid-size RIAs, including financial planners, throughout the United States, with a maximum limit of $5,000,000 and a minimum retention of $1,000. Policies are written on a one-year, claims-made, defense within limit basis, through Evanston Insurance Company. When you submit an application, you will be provided with several options in order to choose the right limit and deductible for you.

Get A Quote

To get more information or to obtain a no-obligation quote for Financial Advisors, please contact Carla Merton via email or by phone at 800-382-7741.

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IMPORTANT CONSUMER INFORMATION
A broker/dealer (BD), investment adviser (IA), or IA representative may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements, as appropriate. Follow-up, 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, or an applicable exemption or exclusion.

For information concerning the licensing status or disciplinary history of a BD, IA, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.