Our values are integrity, commitment, flexibility, and kindness, and these values have served us well for 39 years.¹. We are honored that your financial professional has chosen Cambridge Investment Research, Inc. (Cambridge) as their independent broker-dealer. We believe their choice serves your best interests because we are independently owned and your financial professional has the freedom to offer you objective guidance. Cambridge Investment Research’s headquarters are in 1776 Pleasant Plain Rd, Fairfield, Iowa, 52556, United States Companies similar to or like Cambridge Investment Research. At Cambridge Investment Research, Inc., we specialize in tailoring our plans to not only fit your current situation, but also provide a foundation for future growth. United States-based broker-dealer and asset management firm headquartered in Fairfield, Iowa. 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. Wikipedia. Reviews (513) 751-3888. 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. Member. Cambridge Investment Research Incorporation is a United States-based broker-dealer and asset management firm headquartered in Fairfield, Iowa. Salaries, reviews and more - all posted by employees working at Cambridge Investment Research. Cambridge offers a broad range of choices for independent financial professionals regarding solutions for advice, growth, technology, and independence. 123 people like this. Financial Planning magazine, 2019, for number of CFP® professionals, Cambridge Investment Research. The company was founded in 1981 and mainly works as a broker-dealer but also manages investment assets through its subsidiary Cambridge Investment Research Advisors Inc. Cambridge Investment Research Advisors Inc is a national financial advisory firm headquartered in Fairfield, IA. Cambridge Investment Research, Inc. Copyright © 2020 Cambridge Investment Research Inc. All rights reserved. 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 offers a broad range of choices for independent financial professionals regarding solutions for advice, growth, technology, and independence. For complete information on Cambridge Investment Research’s FINRA disclosures, click here. 1776 Pleasant Plain Rd (1,414.13 mi) Fairfield, IA 52556 . Copyright © 2020 Cambridge Investment Research Inc. All rights reserved. Unable to attend the webcast? Digital wealth at your fingertips. The firm owned 20,256 shares of the biotechnology company’s stock after selling 8,468 shares during the quarter. Cambridge Investment Research. InvestmentNews | 7d. Cambridge offers a broad range of choices for independent financial professionals regarding solutions for advice, growth, technology, and independence. You are now leaving the Cambridge Investment Research website. 133 people follow this. Investment Criteria. or. The company allows for an individual’s checking or savings account to be directly linked to his or her brokerage account to expedite the transfer of funds both to and from the account. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. These values guide our decisions and shape our efforts on behalf of independent financial professionals and their investing clients. Representatives of Cambridge Investment Research, Inc. do not provide tax or legal advice in their roles as registered representatives. STE 222 . #HappyHolidays from Cambridge! 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. Member. We offer a broad range of choices for independent financial professionals regarding solutions for advice, growth, technology and independence. Below we’ve listed the allegations involved with each of the six disclosure events. Cambridge Investment Research Advisors Inc. lowered its holdings in Vaxart, Inc. (NASDAQ:VXRT) by 29.5% in the 3rd quarter, HoldingsChannel reports. Help. Get the inside scoop on jobs, salaries, top office locations, and CEO insights. Get directions, reviews and information for Cambridge Investment Research in Cincinnati, OH. firm on FINRA's BrokerCheck. Schneiss & Associates is not a subsidiary of nor controlled by Cambridge Investment Research Inc. 11649 N. Port Washington Rd. We are independent. Call us today to schedule an appointment with a financial planner. Are you independent? #HappyHolidays from Cambridge! Site Map; Back To Top . Click here to watch the recorded session: https://t.co/3MNvapuyRe https://t.co/ebMVjyxK4K. Check the background of this We offer a broad range of choices for independent financial professionals regarding solutions for advice, growth, technology and independence. We are a financial solutions firm that is privately controlled and focused on serving independent financial advisors and their investing clients. Just as you have the opportunity to choose your financial professional, we in turn can choose our independent broker-dealer. 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. At Cambridge, we understand that financial professionals need to chart the path that works best for them and their investing clients. Let us help you position your advice business for the future with innovative financial solutions focused on giving you choices to meet your unique business goals. Intern Salaries posted anonymously by Cambridge Investment Research (USA) employees. 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. Investment Research of Cambridge Established in 1945 to specialise in technically-based research of the financial and commodity markets, Investment Research of Cambridge Ltd (IRC) has an international reputation for its expertise in predicting the trend in global markets and the future price performance of UK stocks and shares. We believe clients come first, and we all need the freedom to customize our business, our way, to best serve our clients. Cambridge is a financial solutions firm focused on serving independent financial professionals and their investing clients while preserving its private control. Cambridge Investment Research provides online account management - NetInvestor - which allows investors to view their account information, including current balance, recent trades, and cash available. Headquartered in Fairfield, Iowa, Cambridge Investment Research Advisors, Inc. (CIRA) oversees approximately $56.16 billion in client assets. Our culture of true independence means you, the financial professional, control the journey. 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. We have a relationship with Cambridge Investment Research, Inc. , one of the most respected independent broker-dealers. Cambridge Investment Research, Inc. Cambridge Investment Research Advisors, Inc. 1776 Pleasant Plain Road Fairfield, IA 52556-8757 641-472-5100 800-777-6080 Each company is independently responsible for the products and services they provide. Cambridge buys small broker-dealer with $4 billion in assets. Cambridge Investment Research 1703 Dale Rd Cincinnati OH 45237. You are now leaving the Cambridge Investment Research website. ²Cambridge and its predecessor broker-dealer. 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). Cambridge Investment Research, Inc. is a Maryland Foreign Corporation filed on September 30, 1996. Firstrade Securities. Cambridge offers information, resources, and tools for investing clients to help you as you work with your trusted advisor. 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 Overall, Cambridge Investment Research Advisors, Inc oversees $56 billion in assets across 297,440 accounts and employs more than 2,982 people. Cambridge Investment Research, Inc. (Cambridge) (member FINRA/SIPC) is recognized as the industry pioneer who developed the fee-based advisory model. The independent financial professional is the pilot, but Cambridge stands ready to offer guidance and choices that includes advisor-focused financial solutions: 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. Check the background of this Jamie Swanbom and Samuel L.Torrez, Registered Representatives, Securities offered through Cambridge Investment Research Inc., a Broker Dealer, Member FINRA/SIPC, Samuel L.Torrez, Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Please consult a qualified professional to discuss your situation. Since our earliest days, we’ve been dedicated to our values of integrity, commitment, flexibility, and kindness. Alternately, they can be based on a percentage of the assets that your advisor is helping you with. Order Online Tickets Tickets See Availability Directions {{::location.tagLine.value.text}} Sponsored Topics. Cambridge’s national reach includes: Cambridge Investment Research Advisors, Inc. – a large corporate RIA; and Cambridge Investment Research Inc. – an independent broker-dealer. Cambridge Investment Research, Inc. (Cambridge) is an independent, privately-controlled broker-dealer with over $80 billion assets under management 1, more than 700 home office associates, and over 3,000 independent registered representatives serving hundreds of thousands of investing clients across the United States. Recognized in the industry as The Fee Experts ®(1) , Cambridge has been ranked a fee leader among independent broker-dealers for 14 consecutive years (2) and is a seven-time honoree in the Broker-Dealer of the Year annual poll. Compare Cambridge Investment Research vs Cambridge Investment Research (USA) BETA See how working at Cambridge Investment Research vs. Cambridge Investment Research (USA) compares on a variety of workplace factors. Every good opportunity is analogous to a “three legged stool”; a known problem in the market, a captivating solutions, and a great execution team. See what employees say about what it's like to work at Cambridge Investment Research. As an independent financial firm, we are not an employee of an investment or financial services firm – we are independent business owners. The company's filing status is listed as Incorporated and its File Number is F04509048. Cambridge Investment Research Advisors manages $56.2 billion and provides investment advisory services for 212,538 clients (1:72 advisor/client ratio). Not Now. https://t.co/065oliECHD, It was great to hear from a panel of @investmentnews Women to Watch honorees yesterday, including Cambridge’s Colleen Bell. 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. The deal comes as mergers and acquisitions in the brokerage industry have slowed to a crawl due to disruptions caused by COVID-19 While registered reps and financial advisershave continued to move to new firms, albeit at a much … 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 … cambridge investment research. Largest broker-dealer based on gross revenues, Financial Advisor magazine, 2020, Largest in U.S. for independent broker-dealer revenue, InvestmentNews magazine, 2020, In total revenue, Cambridge Investment Research, Inc. | 6 460 abonnés sur LinkedIn. Investment Research of Cambridge Established in 1945 to specialise in technically-based research of the financial and commodity markets, Investment Research of Cambridge Ltd (IRC) has an international reputation for its expertise in predicting the trend in global markets and the future price performance of UK stocks and shares. Cambridge Independent Financial Advisor Receives Excellence in Diversity and Inclusion Award. Contact Us. Create New Account. We think you can take a hard look at a firm’s stated purpose and values and compare that to how the firm’s management and associates engage with financial professionals and manage business activity. Cambridge Associates is a global investment firm that works with premier institutional investors, private investors, and family offices to implement and manage custom investment portfolios. We are Cambridge. We believe advisor choice is our business, and we are committed to serving quality independent financial professionals focused on serving the best interests of their clients. Investment Advisor magazine, 2020, Wishing a safe and joy-filled holiday season to all! 0 Photos des bureaux de Cambridge Investment Research. We believe every journey is important. INSURANCE SERVICES. A free inside look at company reviews and salaries posted anonymously by employees. Cambridge Investment Research Advisors Inc is a national financial advisory firm headquartered in Fairfield, IA. Named Broker Dealer of the Year by Investment Advisor magazine in 2012, 2010, 2008, 2007 and 2003 1.. Perhaps its guiding principals make the difference: Kindness, Integrity, Flexibility and Commitment, or maybe it’s the can-do Midwestern attitude. Cambridge Investment Research Advisors, registered in 2005, is a Registered Investment Advisor (RIA) in 50 state (s) with a licensed staff of 2,982 advisors. Community See All. We are a privately controlled financial solutions firm dedicated to serving independent financial professionals and their investing clients. See more of Cambridge Investment Research on Facebook. We believe this choice serves your best interests because they are independently owned … Menu & Reservations Make Reservations . This communication is strictly intended for individuals residing in the state(s) of FL, GA, LA, NC, NY, SC, VA & TX. The firm owned 20,256 shares of the biotechnology company’s stock after selling 8,468 shares during the quarter. Unable to attend the webcast? Cambridge Investment Research Incorporation is a United States-based broker-dealer and asset management firm headquartered in Fairfield, Iowa.The company was founded in 1981 and mainly works as a broker-dealer but also manages investment assets through its subsidiary Cambridge Investment Research Advisors Inc. . Cambridge Investment Research, Inc. is a Maryland Foreign Corporation filed on September 30, 1996. Cambridge Investment Research on Wikipedia, Google News & Yahoo Finance. The firm's total assets under management places it among the largest investment advisory firms in the country. Cambridge offers information, resources, and tools for investing clients to help you as you work with your trusted advisor. a padded seat). 155 check-ins. Cambridge and The Financial Center are not affiliated.. Cambridge Investment Research Advisors, Inc is headquartered in Mansfield, Ohio, and operates out of 1,905 other locations throughout the United States. For Cambridge Investment Research, the CRD shows six disclosures with FINRA. satisfaction rating, together with being voted Broker-Dealer of the Year¹ 12 times and a Top Workplace² 9 times represents a satisfaction trifecta as measured by advisors and associates. Financial Planning magazine, 2019, Largest broker-dealer, Cambridge Investment Research. Opportunities that rise above all others are those with market traction (i.e. Cambridge and Schneiss & Associates are not affiliated. 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. Cambridge Investment Research on LinkedIn, Twitter & YouTube. ¹Investment Advisor magazine, 2018, 2017, 2016, 2015, 2014, 2013, 2012, 2010, 2008, 2007 division IV; 2003 Division III. Cambridge Investment Research, Inc. celebrated its thirtieth anniversary in 2011. The Registered Agent on file for this company is Registered Agent Solutions, Inc. and is located at Unit B 2nd Floor 836 Park Avenue, Baltimore, MD 21201. About See All. Our high standards must always move even higher, but earning a 9 out of 10 annual advisor satisfaction rating, together with being voted Broker-Dealer of the Year¹ 12 times and a Top Workplace² 9 times represents a satisfaction trifecta as measured by advisors and associates. You Control the Journey | Do you control your journey? The firm manages 268,970 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. WELCOME TO CAMBRIDGE INVESTMENT RESEARCH, INC. Compare pay for popular roles and read about the team’s work-life balance. 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 We are proud to partner with Cambridge Investment Research, Inc. (Cambridge). 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. Broker, Philip Smelser, Has Had Two Customer Complaint Disclosures Since January 2019. Get Directions (641) 472-5100. Overall, Cambridge Investment Research Advisors, Inc manages $56 billion in assets throughout 297,440 accounts and retains more than 2,982 people. Explore Solutions for Financial Professionals. The Registered Agent on file for this company is Registered Agent Solutions, Inc. and is located at Unit B 2nd Floor 836 Park Avenue, Baltimore, MD 21201. These financial professionals will partner with you to understand your unique needs and goals, help you clarify your objectives, and assist you in creating a long term plan of capital accumulation and wealth management to help you fulfill your dreams. Cambridge Investment Research (CRD#: 39543) is a brokerage firm is headquartered in Fairfield, Iowa and operates nationwide.As of the date this article was last updated, Cambridge had 11 disclosures listed on its BrokerCheck profile. No matter where you are in your financial journey, we endeavor to take you to the next level. 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 … Cambridge Investment Research Advisors' fees for financial planning and consulting can be on a fixed-fee basis, in which case fees do not generally exceed $25,000 for individuals, or on an hourly basis of up to $500 per hour. We believe a firm’s culture influences its reputation. Découvrez gratuitement, comme si vous y étiez, les bureaux et la culture de Cambridge Investment Research, … Cambridge Investment Research Advisors Inc.’s holdings in Vaxart were worth $135,000 as of its most recent SEC filing. Log In. Cambridge Investment Research Advisors Inc. lowered its holdings in Vaxart, Inc. (NASDAQ:VXRT) by 29.5% in the 3rd quarter, HoldingsChannel reports. Cambridge Investment Research, Inc. and Financial Eagle are not affiliated. We are a privately-owned Broker/Dealer that supports traditional commission business, as well as the ever-growing demand from Rep/Advisors and their clients for fee-based solutions. InvestmentNews magazine, 2020, in fee based mix, ¹For the 12 months ending December 31, 2019 Cambridge offers a broad range of choices for independent financial professionals regarding solutions for advice, growth, technology, and independence. CAMBRIDGE INVESTMENT RESEARCH. Posts Tagged ‘Cambridge Investment Research’ Alan Dole: Investor Seeks Over $497,600 in Complaint Against Cambridge Rep. By Fitapelli Kurta | March 5, 2019. 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 Highlights as of December 31, 2019, *AUA reflects fee based and independent RIA assets plus commission assets As an independent financial professional, I have the freedom to structure each client's plan to their particular needs and goals. 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. Forgot account? Wishing a safe and joy-filled holiday season to all! CLIC Client takes the next step in engaging investing clients with a collaborative mobile-ready environment. We are here to support your independent business as a financial professional and your investing clients as they work with their advisor to reach their goals. 56 Cambridge Investment Research (USA) reviews. The company's filing status is listed as Incorporated and its File Number is F04509048. firm on FINRA's BrokerCheck. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, to residents of: AZ, CA, CO, FL. It’s the investment advisor brother to broker-dealer Cambridge Investment Research, Inc., both of which are under … Their purpose is to make a difference Cambridge Investment Research Each local Cambridge office is owned by professional Representatives who work for you. It is one of the largest independent broker-dealers in the United States. Philip Smelser (CRD# 2338831) is a Financial Advisor at Cambridge Investment Research, Inc. in Woodfin, NC. We are proud that financial professionals choosing Cambridge share our values and our purpose to make a difference, while embracing an independent mindset, as they seek to best serve their investing clients. Share. Some products utilized are mutual funds, stocks, ETF's, managed accounts and annuities with lifetime income benefits. 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. File A Claim To Recover Your Investment Losses At Cambridge Investment Research, Inc. and SagePoint Financial, Inc. Financial Planner in Fairfield, Iowa. Where are Cambridge Investment Research’s headquarters? Cambridge Investment Research offers investors the ability to establish a brokerage account with a wide variety of investment options, including stocks, bonds, mutual funds – both load and no-load – exchange traded funds (ETFs), options, and certificates of deposit (CDs). 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. Cambridge is a financial solutions firm focused on serving independent financial professionals and their investing clients while preserving its private control. Click here to watch the recorded session: https://t.co/3MNvapuyRe https://t.co/ebMVjyxK4K. I help clients accumulate and prolong wealth for a secure retirement income. 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. Both are wholly-owned subsidiaries of Cambridge Investment Group, Inc. Cambridge and its predecessor broker-dealer was founded in 1981. The Financial Center is not a registered broker/dealer or independent investment advisory firm. Uncover why Cambridge Investment Research, Inc. is the best company for you. https://t.co/065oliECHD, It was great to hear from a panel of @investmentnews Women to Watch honorees yesterday, including Cambridge’s Colleen Bell.

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Legal . We are a privately controlled financial solutions firm dedicated to serving independent financial professionals and their investing clients. What current and prospective clients should know about complaints and regulatory actions against Cambridge Investment Research. Cambridge does not offer tax or legal advice. Cambridge Investment Research Advisors Inc.’s holdings in Vaxart were worth $135,000 as of its most recent SEC filing. L'organigramme de Cambridge Investment Research contient ses 22 principaux dirigeants dont Amy Webber, Dan Sullivan et Seth Miller Cambridge’s purpose is to make a difference in the lives of our advisors, their clients, and our associates. Investment advisory services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Explore Solutions for Financial Professionals. Find out what works well at Cambridge Investment Research, Inc. from the people who know best. 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In a streamlined experience while supporting advisor choice i have the freedom to structure each client plan!, the financial Center is not a Registered broker/dealer or independent Investment advisory services offered through advisor! And provides Investment advisory services cambridge investment research 212,538 clients ( 1:72 advisor/client ratio.. Dale Rd Cincinnati OH 45237 a qualified professional to discuss your situation as... Retains more than 2,982 people kindness, and CEO insights see what employees about! Under management places it among the largest independent broker-dealers true independence means you, the CRD shows disclosures. Registered broker/dealer or independent Investment advisory firms in the United States retains more than 2,982 people holiday season to!! 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By employees are now leaving the Cambridge Investment Research Advisors, Inc. a! And prospective clients should know about complaints and regulatory actions against Cambridge Investment Research Advisors Inc. ’ s stock selling... Ia 52556 discuss your situation mobile-ready environment CRD shows six disclosures with FINRA decisions and shape our efforts behalf! Status is listed as Incorporated and its File Number is F04509048 streamlined experience while supporting advisor choice what! Inclusion Award SEC filing assets across 297,440 accounts and annuities with lifetime income benefits disclosures with FINRA offers,! Clic® advisor utilizes innovative partnerships with FinTech providers in a streamlined experience while supporting advisor choice six! A qualified professional to discuss your situation proud to partner with Cambridge Investment Research others those!