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Cambridge Investment Research, Inc., member FINRA/SIPC, is privately-controlled financial solutions firm focused on serving independent financial advisors and their investing clients. Cambridge is also a national corporation with a registered investment advisor as well as an industry leading independent broker-dealer.
With a commitment to their core values of integrity, commitment, flexibility, and kindness, Cambridge continues to set the bar high in pursuit of their mission: To make a difference as the leading independent Broker/Dealer specializing in fee-based advisory services. Cambridge’s most recent honor was being named by Investment Advisor magazine as the 2017 Broker Dealer of the Year[i]. Awards are not new to the company, which has received this first-place honor ten times in its respective category [ii].
In addition to providing superior back office support to the Wealthcare team, Cambridge also provides innovative fee programs and a full menu of product offerings to advisors across the nation. Recognized in the industry as The Fee Experts®[iii], Cambridge has been ranked a fee leader among independent broker-dealers for 11 consecutive years [iv].
Check the background of this firm on FINRA's BrokerCheck.
[i] Investment Advisor, September 2017 issue. A broker-dealer becomes eligible for this honor only after a minimum of 10% of its producing rep-advisors cast valid ballots. The ballots rate the broker-dealer in 15 distinct categories defines by Investment Advisor as relevant challenges and concerns. Broker-dealers receiving the highest marks in each of four divisions are declared Broker-Dealer of the Year. Results are based on experiences and perceptions of participants surveyed in June 2017. Experience may vary. Visit advisorone.com
[ii] Investment Advisor magazine, 2017, 2016, 2015, 2014, 2013, 2012, 2010, 2008, 2007, Division IV; 2003, Division III.
[iii] THE FEE EXPERTS® is a registered trade mark of Cambridge Investment Research, Inc. for its investment advisory service for investment managers.
[iv] Financial Planning magazine, June “FP50”, Top 50 Independent Broker-Dealer Issue, 2001-2011.