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Cambridge Investment Research


 


 

 

NEWS RELEASE

 

Cambridge Named 2017 Broker-Dealer of the Year

Investment Advisor magazine honors Cambridge for the 10th time based on annual poll of advisors judging their broker-dealer

FAIRFIELD, IA – August XX, 2017 – Cambridge reported that Investment Advisor magazine announced Cambridge as a 2017 Broker-Dealer of the Year in Division IV1, the division representing independent broker-dealers with over 1,000 producing advisors. The honor is based on the results of the annual poll of advisors conducted by the magazine in June of this year. Cambridge has earned this honor for the tenth time, previously being honored in 2016, 2015, 2014, 2013, 2012, 2010, 2008, and 2007 as Broker-Dealer of the Year in Division IV and in 2003 for Division III.

"We are extremely proud to receive this prestigious honor for the 10th time and would like to sincerely thank all of Cambridge’s independent financial advisors for their continued dedication and loyalty,” said President and Chief Executive Officer Amy Webber. “In a year of significant change, it is especially heartwarming and encouraging to know that we are fulfilling our purpose of making a difference in their lives. Cambridge uses the Broker-Dealer of the Year honor as one key measure of success and we are committed to raising our high standards of excellence in serving those who serve others.” 

Cambridge’s honor is based on receiving advisor feedback in 15 separate categories from the Broker-Dealer of the Year awards criteria. Registered representatives cast ballots, and the broker-dealers that gained the highest composite scores were awarded the honors in four different divisions based on their number of producing advisors. The winning broker-dealers are profiled in Investment Advisor’s September 2017 issue and online via ThinkAdvisor.com. 

1‘Investment Advisor magazine, 2017, 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% 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-Dealer of the Year. Results are based on experiences and perceptions of participants surveyed in June of each of the years listed. Experience may vary. This recognition is not representative of investment performance or returns of rep/advisors. Visit thinkadvisor.com.’

About Cambridge
Cambridge Investment Group, Inc. is a privately-controlled financial solutions firm focused on serving independent financial advisors and their investing clients. Cambridge is also a national corporation with a registered investment adviser as well as an industry leading independent broker-dealer. Cambridge offers a broad range of choices regarding advisor-focused financial solutions: 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; a full spectrum of middle office services designed for solo/ensembles, branches, and super branches; as well as outsource services centered on independent advisor firms, including business consulting, client marketing, and office assistance, as well as insurance services. 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. Overall, Cambridge supports over 3,000 independent financial professionals nationwide who serve their thousands of clients as registered representatives and investment advisor representatives, choosing to use either Cambridge’s firm Registered Investment Adviser or their own.

For more information contact:

Cindy Schaus (cindy.schaus@cir2.com) – First Vice President, Public Relations and Creative Marketing, 641-470-1225

Steven Cherry (steven.cherry@cir2.com) – Senior Account Executive, Public Relations and Creative Marketing, 641-209-8444

Nick Mitchell (nick.mitchell@cir2.com) – Account Executive, Public Relations and Creative Marketing, 800-777-6080 x1677

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. Both are wholly-owned subsidiaries of Cambridge Investment Group, Inc.

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Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of AK, AL, AR, AZ, CA, CO, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, ND, NE, NH, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI.
Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.
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