Is Cambridge a good investment company?
Great Workplace Overall Cambridge is a great company to work for, they treat their associates well and listen to concerns. Cambridge has long term growth opportunities to build a lasting career and they invest in their associates. Cambridge has job security and is a great company in SE Iowa.
What does Cambridge Investment Research do?
Cambridge Investment Group, Inc. is an internally controlled financial solutions firm focused on serving independent financial professionals and their investing clients with a broad range of choices regarding financial Solutions. Cambridge’s national reach includes: Cambridge Investment Research Advisors, Inc.
Is Cambridge Investment Research a fiduciary?
In January of 2016, Cambridge announced its new Fiduciary Services Department staffed with subject matter experts who are familiar with the concept of being held to a formal fiduciary definition. When an advisor creates an RIA, this comes with increased direct regulatory liability and burden.
Who owns Cambridge Investments?
Eric Schwartz
Cambridge Investment Research
Type | Private |
---|---|
Key people | Eric Schwartz (Chairman) Amy Lynn Webber (CEO & President) |
Products | Broker-dealer services Asset management |
AUM | US$100 billion (2019) |
Parent | Cambridge Investment Group |
How many reps does Cambridge Investment Research have?
Cambridge supports more than 3,000 rep-advisors in all 50 states, and has 700 home office associates(1).
How many advisors does Cambridge have?
Over 3,700 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.
Is Cambridge a broker-dealer?
Cambridge is a Financial Solutions Firm – a large corporate RIA; and Cambridge Investment Research, Inc. – an independent broker-dealer, member FINRA/SIPC, that is among the largest internally controlled independent broker-dealers in the country.
How many employees does Cambridge Investment Research have?
600
Cambridge Investment Research Advisors, Inc. has 600 total employees across all of its locations and generates $135.15 million in sales (USD).
Is Cambridge Investment Research a broker-dealer?
How many advisors are with Cambridge Investment Research?
Cambridge Investment Research Advisors, registered in 2005, serves 53 state(s) with a licensed staff of 3,144 advisors. Cambridge Investment Research Advisors manages $68.5 billion and provides investment advisory services for 238,083 clients (1:76 advisor/client ratio).
Who does Cambridge clear through?
Broker Dealer lists Wells Fargo Clearing Services as its only clearing agreement, while Cambridge uses Pershing and Fidelity’s National Financial Services. The selling firm manages $698.6 million in advisory assets, or 20% of its total client assets, but the buyer has $40.3 billion, or 42% of its $96.9 billion in AUA.
Who owns Cambridge Management?
Robert Goldman
Robert Goldman, Cambridge Management Company.
Who is Cambridge Investment Research?
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.
Where is Cambridge Investment Research located in Iowa?
CAMBRIDGE INVESTMENT RESEARCH, INC. CRD# 39543 SEC# 8-48740 Main Office Location 1776 PLEASANT PLAIN RD. FAIRFIELD, IA 52556-8757 Regulated by FINRA Kansas City Office Mailing Address 1776 PLEASANT PLAIN RD. FAIRFIELD, IA 52556-8757 Business Telephone Number 641-472-5100 Report Summary for this Firm
Is Cambridge Investment Research Advisors under common control?
Yes No No 02/03/2005 1776 PLEASANT PLAIN RD. FAIRFIELD, IA 52556-8757 134139 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. is under common control with the firm. CAMBRIDGE INVESTMENT RESEARCH, INC.
What states are Cambridge Investment Research Advisors in?
Cambridge Investment Research Advisors is headquartered in Fairfield, IA and currently serves in 53 states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minneso…
https://www.youtube.com/c/CambridgeInvestmentResearchInc