Interested in growing with our team? Here are the opportunities we currently have available.

If you are interested, please send us your resume with a cover letter, to the attention of James Kirkland or Heidi Bringhurst.

For more information about working with our Broker/Dealer, visit JoinCIR.com as well as their YouTube Channel.
Information contained at these separate sites is intended for investment professionals only.

Financial Advisors

We are always interested in adding financial advisors who can further enhance our team. Currently, we are specifically seeking reasonably experienced advisors with their FINRA Series 7 license, as well as CPA’s who are interested in earning their Series 7 license to expand their practice. If you are interested in joining our team, please submit your resume as instructed above.

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Preferred Planning Associates

263 Regency Ridge Dr.

Centerville, OH 45459

Phone: 937-610-5595

Fax: 937-660-5171

E-mail: heidib@ppaohio.com

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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment advisory services offered through Cambridge Investment Research Advisors, a Registered Investment Advisor. Preferred Planning Associates and Cambridge Investment Research, Inc., are not affiliated companies. Cambridge Investment Research, Inc. does not offer tax advice.

Cambridge’s Form CRS (Customer Relationship Summary)

This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, FL, GA, ID, IL, IN, KY, LA, MD, MI, MS, MT, NH, OH, OR, PA, RI, SC, TN, TX, VA, WA, WI. No offers may be made or accepted from any resident outside the specific states referenced. Non-deposit investment products are not FDIC or NCUA insured, are not obligations of or guaranteed by any credit union, involve investment risk, and may lose value.

Preferred Planning Associates