Thank you for your interest in Cambridge Investment Research, Inc. and the local branch OSJ Hance Financial, LLC. You can learn more about the technology, products, demos, benefits and services of Cambridge, the most sought-after B/D, by visiting our password-protected website. The web access is available by contacting Hance Financial, LLC.
According to Financial Planning Magazine’s Broker/Dealer Resource Directory (comparing the top 50 national Broker/Dealers), Cambridge continues to show leadership and dominance in fee-based business, maintaining its strong position in fees for nine years running. Cambridge is the premier fee-oriented Broker/Dealer because we have a broad range and low cost fee programs.
Hance Financial offers a unique program to transform typical transition concerns into a life-changing opportunity. Together with our dedicated Transition Team, you’ll smoothly navigate the Broker/Dealer change, then collaborate with us to chart a strategic course for attaining all your practice’s long-term goals.
Other notable points about Cambridge:
- 2017, 2016, 2015, 2014, 2013, 2012, 2010, 2008, and 2007 Division IV winner of the Broker/Dealer of the Year Award from Investment Advisor Magazine.¹
- True independence and true open architecture, offering multiple custodians.
- 8th largest broker-dealer based on gross revenues in 2017, Financial Advisor.
- Cambridge “Top Workplace in Iowa” 2017, 2016, 2015, 2014, 2013, 2012, 2011, The Des Moines Register.
We know that choosing a Broker/Dealer is an important decision requiring thorough due diligence. We’re confident that when you compare the important aspects (flexibility, stability, payout, service, technology, compliance and products), Cambridge will be your choice. We look forward to discussing how we can assist you in achieving your goals.
¹Investment Advisor magazine, 2017, 2016, 2015, 2014, 2013, 2012, 2010, 2008, 2007, Division IV; 2003, Division III. Cambridge received the highest marks from its rep-advisors in the Investment Advisor Broker-Dealer of the Year 2017 Division IV category. A broker-dealer becomes eligible for this honor only after a minimum of 10 percent of its producing rep-advisors cast valid ballots. These ballots also rate the broker-dealer in 15 different categories defined by Investment Advisor as relevant challenges and concerns by rep-advisors. The broker-dealers receiving the highest marks in each of four divisions are declared Broker-Dealer of the Year by Investment Advisor magazine. Proprietary study results are based on experiences and perceptions of participating rep-advisors surveyed in June of the eight years listed. Your experience may vary. Visit thinkadvisor.com.