Our Broker-Dealer
Cambridge Investment Research, Inc.
Cambridge Investment Research, Inc., member FINRA/SIPC, is among the largest privately controlled independent broker-dealers in the country. Cambridge supports several thousand independent financial professionals nationwide who serve hundreds of thousands of clients.
Honored to be among the most respected firms in the industry, Cambridge offers a broad range of choices regarding financial solutions:
Financial professional solutions for both asset management and financial planning with portfolio overlay management
Platform choices comprised of a corporate RIA or independent RIA for dual registration or fee-only business models
Multiple options for both qualified and non-qualified – direct or brokerage, fee or commissionable IRAs, and multiple clearing and custodial platforms
A full spectrum of middle office services designed for solo/ensembles, branches, and super branches
Succession and acquisition financial lending plus business technology expertise
Outsourcing services centered on independent financial professional firms, including business consulting, client marketing, and virtual office assistants, as well as insurance services
Cambridge is focused on the financial professional with an independent mindset and dedication to best serving the needs of their investing clients. Remaining independent and privately controlled has long been part of their plan. Cambridge believes that independence is important to their ability to control their destiny – so financial professionals can gain better control of their journey as independent business owners.
For more information about working with Cambridge, our broker-dealer, please visit www.joincambridge.com and www.youcontrolthejourney.com.
Please note that information contained at these two sites is intended for investment professionals only.