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Importance of

Cambridge Investment Research





Cambridge Named 2016 Broker-Dealer of the Year



Investment Advisor magazine has announced Cambridge as ‘2016 Broker-Dealer of the Year in Division IV1’ – the division representing independent broker-dealers with more than 1,000 producing rep-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 ninth time, previously honored in 2015, 2014, 2013, 2012, 2010, 2008, and 2007 as Broker-Dealer of the Year in Division IV and in 2003 for Division III.

“It’s an honor to be named Broker-Dealer of the Year by Investment Advisor magazine,” said Chairman and CEO Eric Schwartz. “We earn this honor when Cambridge’s independent financial advisors value our services and take time from their independent businesses to engage in this poll. There is no greater reward in the service business than being valued for your services. Earning the respect of our advisors is our greatest achievement.”

Cambridge’s honor is based on receiving high marks in all categories. 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 2016 issue and online via ThinkAdvisor.com

Investment Advisor recognizes Webber among the 25 most Influential
In the Industry for third time

FAIRFIELD, IA – May 2, 2017 – Cambridge is pleased to announce President and Chief Executive Officer Amy Webber has been named to Investment Advisor magazine’s list of the 25 most influential people shaping the advisor space for the third time. The IA 25 is a subjective list published annually naming the 25 most influential people in the industry, including top regulators, advocates, educators, tech leaders, and advisor partners. Webber was also recognized among the IA 25 in 2014 and 2012.

Webber’s IA 25 profile highlights her efforts on strengthening the industry for the future through several initiatives focused on supporting the next generation of advisors. These initiatives include innovative programs such as an advisor mentoring program and Cambridge’s New Century Council – a unique group of Next Gen advisors who provide insight on what advisors will need from their independent broker-dealer partner, and the industry, to continue serving their clients into the future.

In addition to strengthening the industry for the future, Webber’s profile showcases her commitment to the independent model and the industry as a whole. To view Webber’s full profile, visit www.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 advisor 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 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.

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.


©2017 NelsonCorp Wealth Management. All rights reserved.
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.
Cambridge and NelsonCorp Wealth Management are not affiliated.