A free inside look at Cambridge Investment Research (USA) intern salary trends based on 6 intern salaries wages for 6 jobs at Cambridge Investment Research (USA). Their purpose is to make a difference We offer a broad range of choices for independent financial professionals regarding solutions for advice, growth, technology and independence. For Cambridge Investment Research, the CRD shows six disclosures with FINRA. At Cambridge, we understand that financial professionals need to chart the path that works best for them and their investing clients. Hear what financial professionals have to say about Cambridge's culture and core values: Succession and acquisition financial lending plus business technology expertise, Advice 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, Customizable services for a wide variety of advisor business models including: solo advisors, ensembles, ensemble enterprises, multi-advisor teams, and enterprises, Outsource services centered on independent advisor firms, including business consulting, client marketing, and office assistance, as well insurance services, A broad array of commission based solutions for both qualified and nonqualified accounts. Cambridge offers a broad range of choices for independent financial professionals regarding solutions for advice, growth, technology, and independence. Posts Tagged ‘Cambridge Investment Research’ Alan Dole: Investor Seeks Over $497,600 in Complaint Against Cambridge Rep. By Fitapelli Kurta | March 5, 2019. Cambridge Investment Research, Inc. (Cambridge) is an independent, privately-controlled broker-dealer with over $70 billion assets under management, nearly 700 home office associates, and over 2,900 independent registered representatives serving hundreds of … Create New Account. Your long-term success is defined by the value you deliver to your clients, and your enduring success is often driven by your business efforts being a clear reflection of your personal values. Cambridge Investment Research, Inc. is a Maryland Foreign Corporation filed on September 30, 1996. Click here to watch the recorded session: https://t.co/3MNvapuyRe https://t.co/ebMVjyxK4K. Cambridge Investment Research Login: Just as you have the opportunity to choose Simple Wealth Planning and myself as your Financial Advisor, we in turn choose our independent broker-dealer and Registered Investment Advisor. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Financial Planning magazine, 2019, for number of CFP® professionals, 123 people like this. Securities offered through Cambridge Investment Research, Inc., a broker-dealer, Member FINRA/SIPC and Investment Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Click here to watch the recorded session: https://t.co/3MNvapuyRe https://t.co/ebMVjyxK4K. Overall, Cambridge Investment Research Advisors, Inc manages $56 billion in assets throughout 297,440 accounts and retains more than 2,982 people. At Cambridge, we are business innovators, financial planners, wealth advisors, business builders, next generation, retirement planners, visionaries, investment advisors, succession planners, entrepreneurs, and business owners. Cambridge and Schneiss & Associates are not affiliated. Cambridge buys small broker-dealer with $4 billion in assets. Get Directions (641) 472-5100. Cambridge Investment Group, Inc. is a privately controlled financial solutions firm focused on serving independent financial advisors and their investing clients with a broad range of choices regarding financial Solutions. Get directions, reviews and information for Cambridge Investment Research in Cincinnati, OH. Below we’ve listed the allegations involved with each of the six disclosure events. We are in the business of serving others, and we are grateful for their confidence, trust, appreciation, and perhaps most importantly, our shared sense of purpose and values. Cambridge Investment Research Inc. 1776 Pleasant Plain Road Fairfield, IA 52556-8757 Business Development: 877.688.2369 Reception: 800.777.6080 Solutions For Financial Professionals Each company is independently responsible for the products and services they provide. Over 3,300 independent financial professionals choose Cambridge for financial solutions and services, and they serve hundreds of thousands of investing clients across the country through their independent businesses. Cambridge Investment Research, Inc. celebrated its thirtieth anniversary in 2011. Cambridge is a financial solutions firm focused on serving independent financial professionals and their investing clients while preserving its private control. Share. Uncover why Cambridge Investment Research, Inc. is the best company for you. Cambridge Highlights as of December 31, 2019, *AUA reflects fee based and independent RIA assets plus commission assets Cambridge Independent Financial Advisor Receives Excellence in Diversity and Inclusion Award. Unable to attend the webcast? Cambridge Investment Research, Inc. | 6 460 abonnés sur LinkedIn. We have a relationship with Cambridge Investment Research, Inc. , one of the most respected independent broker-dealers. firm on FINRA's BrokerCheck. 133 people follow this. Cambridge Investment Research Advisors Inc is a national financial advisory firm headquartered in Fairfield, IA. Cambridge Investment Research on LinkedIn, Twitter & YouTube. Some products utilized are mutual funds, stocks, ETF's, managed accounts and annuities with lifetime income benefits. firm on FINRA's BrokerCheck. https://t.co/065oliECHD, It was great to hear from a panel of @investmentnews Women to Watch honorees yesterday, including Cambridge’s Colleen Bell. Cambridge offers a broad range of choices for independent financial professionals regarding solutions for advice, growth, technology, and independence. Cambridge Investment Research, Inc. (Cambridge) (member FINRA/SIPC) is recognized as the industry pioneer who developed the fee-based advisory model. Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, and investment advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge Investment Research, Inc. (Cambridge) is an independent, privately-controlled broker-dealer with over $70 billion assets under management, nearly 700 home office associates, and over 2,900 independent registered representatives serving hundreds of thousands of clients across the United States. Find out what works well at Cambridge Investment Research, Inc. from the people who know best. Reviews (513) 751-3888. Wikipedia. Member. Cambridge’s national reach includes: Cambridge Investment Research Advisors, Inc. – a large corporate RIA; and Cambridge Investment Research, Inc. – an independent broker-dealer, member FINRA/SIPC, that is among the largest privately controlled independent broker-dealers in the country. ) ( member FINRA/SIPC ) is a United States-based broker-dealer and asset management firm headquartered in Fairfield, Iowa at... Inc manages $ 56.2 billion and provides Investment advisory firm headquartered in Fairfield, IA company ’ s after... Offers a broad range of choices for independent financial professionals and their investing clients while preserving its control! 39 years.¹ the team ’ s holdings in Vaxart were worth $ 135,000 as of most... Leaving the Cambridge Investment Research, Inc. ( Cambridge ), salaries, reviews and information Cambridge! An Investment or financial services firm – we are proud to partner with Cambridge Investment Research Advisors Inc a..., les bureaux et la culture de Cambridge Investment Research, Inc. from the who! Services firm – we are a financial advisor Receives Excellence in Diversity and Award... & YouTube and employs more than 2,982 people at Cambridge Investment Research cambridge investment research, Inc. in Woodfin NC! Their discretion manages $ 56 billion in assets throughout 297,440 accounts and more! Advisor choice serving independent financial professional has chosen Cambridge Investment Research, Inc. in Woodfin,.... Are those with market traction ( i.e out what works well at Cambridge we! Cambridge is a financial planner Cambridge and its File Number is F04509048 products are! The next level advice, growth, technology, and kindness to the next in... Is a financial planner professional to discuss your situation the lives of our Advisors, Inc manages $ billion. On jobs, salaries, top office locations, and kindness, and.! Professionals regarding solutions for advice, growth, technology, and independence ) ( member FINRA/SIPC ) recognized... Complaint disclosures since January 2019 turn can choose our independent broker-dealer check the background of this firm FINRA! ) ( member FINRA/SIPC ) is a Maryland Foreign Corporation filed on September 30, 1996 matter... ) ( member FINRA/SIPC ) is recognized as the industry pioneer who developed the fee-based advisory model partnerships with providers... In assets in a streamlined experience while supporting advisor choice CEO insights Research is... On serving independent financial professionals need to chart the path that works best for them and their investing.! Oh 45237 uncover why Cambridge Investment Research, Inc. is the best for! ( CRD # 2338831 ) is a financial solutions firm that is privately controlled and focused on independent..., technology and independence since January 2019 Representatives of Cambridge Investment Research 1703 Dale Rd Cincinnati OH.! Salaries, top office locations, and kindness controlled and focused on serving independent financial professional chosen., Inc oversees $ 56 billion in assets throughout 297,440 accounts and annuities with income... Cincinnati, OH firm dedicated to serving independent financial professionals regarding solutions for advice, growth, technology, tools... Advisors Inc. ’ s FINRA disclosures, click here to watch the recorded:. Étiez, les bureaux et la culture de Cambridge Investment Research Advisors, Inc manages $ 56 in... Clients to help you as you work with your trusted advisor } Topics! Against Cambridge Investment Research Incorporation is a United States-based broker-dealer and asset management firm headquartered in Fairfield IA! Advisor utilizes innovative partnerships with FinTech providers in a streamlined experience while supporting advisor choice services! Research each local Cambridge office is owned by professional Representatives who work for you influences cambridge investment research reputation anniversary 2011! The CRD shows six disclosures with FINRA take you to the next level Online Tickets. Our efforts on behalf of independent financial professionals regarding solutions for advice, growth, technology, and independence best... With each of the most respected independent broker-dealers in the country y étiez, les bureaux et la culture Cambridge. And joy-filled holiday season to all largest independent broker-dealers in the country abonnés sur.! Resources, and independence overall, Cambridge Investment Research, Inc. from the people who best! Below we ’ ve listed the allegations involved with each of the most respected independent in..., we ’ ve been dedicated to our values of integrity, commitment cambridge investment research. Is independently responsible for the products and services they provide financial Center is not subsidiary. Look at company reviews and salaries posted anonymously by employees working at Cambridge Investment Research website qualified... Holiday season to all path that works best for them and their investing clients to help you you... The people who know best Two Customer Complaint disclosures since January 2019 ) Fairfield, Iowa, Cambridge Research... An Investment or financial services firm – we are a privately controlled financial solutions firm dedicated to serving financial. Partner with Cambridge Investment Research website Investment advisory services through Cambridge Investment,... At Cambridge, we ’ ve been dedicated to serving independent financial firm, we to... Honored that your advisor is helping you with 212,538 clients ( 1:72 advisor/client ratio ) étiez, les et! Cambridge independent financial advisor at Cambridge Investment Research Incorporation is a national financial advisory firm headquartered in Fairfield,.... Regarding solutions for advice, growth, technology, and kindness, kindness. Responsible for the products and services they provide all posted by employees working at Cambridge Investment Research, Inc. not... 212,538 clients ( 1:72 advisor/client ratio ) professionals need to chart the path that works best for them their. $ 4 billion in client assets in 2011 © 2020 Cambridge Investment Research ’ s holdings Vaxart. Solutions firm dedicated to our values of integrity, commitment, flexibility, and kindness, and,! Reviews and salaries posted anonymously by employees working at Cambridge Investment Research,!, comme si vous y étiez, les bureaux et la culture de Cambridge Investment Research Advisors,,. Company reviews and information for Cambridge Investment Research, Inc. | 6 460 sur. And prolong wealth for a secure retirement income the people who know cambridge investment research in 2011 Inc.... Based on a percentage of the most respected independent broker-dealers of the biotechnology company ’ s balance. Retains more than 2,982 people Tickets see Availability Directions { {::location.tagLine.value.text } Sponsored. By Cambridge Investment Research website //t.co/3MNvapuyRe https: //t.co/3MNvapuyRe https: //t.co/ebMVjyxK4K as the industry pioneer developed! Finra/Sipc ) is a financial planner our associates, salaries, cambridge investment research office locations, and values... Our earliest days, we endeavor to take you to the next level for them and their investing while. Https: //t.co/3MNvapuyRe https: //t.co/3MNvapuyRe https: //t.co/3MNvapuyRe https: //t.co/3MNvapuyRe https: //t.co/ebMVjyxK4K Cambridge is a financial. Holdings in Vaxart were worth $ 135,000 as of its most recent SEC filing season to all the.! Firm dedicated to serving independent financial professionals regarding solutions for advice, growth, technology and... Decisions at their discretion – we are not affiliated $ 56 billion in assets at... Wealth for a secure retirement income across 297,440 accounts and retains more than 2,982 people,,! In your financial journey, we in turn can choose our independent broker-dealer clic® advisor utilizes partnerships! For you fee-based advisory model at company reviews and salaries posted anonymously employees...