Our Broker-Dealer

Just as you have the opportunity to choose your financial professional, we in turn can choose our independent broker-dealer. As an independent financial firm, we are not an employee of an investment or financial services firm – we are independent business owners. Therefore, we are not pressured or distracted by corporate interests and can focus on what is best for you and your financial goals. We are proud that our values – integrity, commitment, flexibility, and kindness – are shared with our broker-dealer, Cambridge Investment Research, Inc. Together, we focus on a common priority – you.
Cambridge Investment Research, Inc. is an internally controlled and operated financial solutions firm focused on serving independent financial professionals and their clients. Founded in 1981, Cambridge serves over 3,800 financial professionals and provides a broad range of solutions in the areas of advice, technology, business growth, consulting, outsourcing, and more.
What our clients think about us
