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Cambridge Investment Research, Inc.
Filed under: RIA-Friendly Broker-Dealer

Company info:



Top Executive: Eric Schwartz
http://www.joincambridge.com
877-423-4742
1776 Pleasant Plain Road
Fairfield, IA 52556

RIA department info:

Kyle Selberg

Contact: Kyle Selberg
Business Development
877-423-4742

Etcetera:

  • 493 FTEs
  • Annual revenue of $462500000
  • Founded in 1981

Q&A:

What is the service or product you offer to RIAs?

Cambridge is an independent broker-dealer that offers a hybrid model to RIAs. If a rep-advisor wants to provide both fee and commission services to their clients they may do so through Cambridge. Cambridge offers many choices among multiple trading platforms, investment programs, and customized fee schedules—far more than any of our competitors. The wide array of choices offered under our platform means that rep-advisors can more accurately and easily meet the needs of their clients without any special effort. If your clients are paying you for your expertise and expect you to make objective decisions that meet their unique needs, you will appreciate the value offered by the Cambridge culture of integrity, commitment, flexibility, and kindness.

How do you differentiate your offering from competitors'?

Our culture – As an independent broker-dealer, we know that you need to chart a course that works best for you. We believe a firm’s culture influences its reputation. When you take a hard look at a firm’s stated mission and values, it should compare to how the firm’s senior leadership and staff engage with rep-advisors and manage business activity. Since our earliest days, our founder, board members, executives, and associates have been committed to our core values. They shape everything that we do – especially in the quality of service and flexibility that you receive as a financial professional.

What else would you like to say about your business?

Cambridge encourages our rep-advisors to think about what success means to them. We will work with you every step of the way to accomplish your goals and create the business that you want – fees or commissions? Your RIA our ours? The choice is yours.

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