About Us

We have aligned ourselves with one of the most respected independent broker-dealers in the industry, Cambridge Investment Research, Inc. Cambridge, member FINRA/SIPC, remains strong and growing – thanks to their conservative financial strategy and the disciplined efforts of the financial professionals in their independent practices. Cambridge’s testament to serving its rep-advisors and providing them with a premier choice of products and flexibility resulted in Cambridge being named Broker Dealer of the Year by Investment Advisor magazine in eight of the last nine years, including 2016.¹ Together, we maintained perspective during the turbulent times in the financial markets and survived the unprecedented meltdown on Wall Street. More importantly, we are thriving as our stability drives renewed interest in traditional values and conservative business practices. Together, we focus on the most important asset – you.

¹. Investment Advisor magazine, 2016, 2015, 2014, 2013, 2012, 2010, 2008, 2007 Division IV; 2003, Division III. A broker-dealer becomes eligible for this honor only after a minimum of 10 percent of its producing rep-advisors cast valid ballots. The ballots rate the broker-dealer in 15 different categories defined by Investment Advisor as relevant challenges and concerns. Broker-dealers receiving the highest marks in each of four divisions are declared Broker-Dealers of the Year. Results are based on experiences and perceptions of participants surveyed in June of each of the nine years listed. Experience may vary. Visit www.thinkadvisor.com.