Cambridge Investment Research, Inc. is recognized as the industry pioneer of the fee-based advisory model. Cambridge is a fully flexible Broker/Dealer that supports traditional commission business as well as the ever-growing demand from Rep/Advisors and their clients for fee-based solutions. A privately owned Broker/Dealer with over 1,200 independent Rep/Advisors, Cambridge is committed to its strong culture of service, and continues to maintain its small-firm, family culture despite gaining industry prominence.

Our Philosophy

At Cambridge, we believe in prioritizing partnership as we respond to the unique needs of independent financial planners and investment advisors. We focus on putting the needs of the registered representative and their respective clients before the interests of the Broker/Dealer—and we do this by providing the broadest offering of commission and fee options, as well as multiple custodians and platforms. We are champions of independent financial planners and investment advisors and their need for the freedom to make the choices that meet their client’s expectations.

Fast Facts

• Privately owned, in business over 25 years
• Over 1,200 Rep/Advisors, supported by approximately 270 Home Office staff
• Headquartered in Fairfield, Iowa, and served by a Midwestern culture of courtesy
• Registered in 50 states, with clearing through National Financial Services LLC (NFS) and Pershing LLC both Member FINRA/SIPC
• Repeat winner of Investment Advisor magazine’s Broker/Dealer of the Year Award
  • Division IV Winner 2007
  • Division III Winner 2003

   

  

  Cambridge Investment Research, Inc.
  1776 Pleasant Plain Road
  Fairfield, Iowa 52556
  Phone: 800-777-6080 • 641-472-5100
  Fax: 641-470-1295
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