Cambridge
You may want to know a little more about Cambridge Investment Research. According to their stated purpose, they seek to make a difference in the lives of financial professionals, and their clients. They try to do this by continuously improving and refining their competitive differentiation, and unique culture. Their values reflect their purpose, define their culture, and direct their actions. They state that four principles are the foundation of their culture including Integrity – honesty, fairness, and ethics. They also strive to live by three more tenants as follows:
Commitment – making a difference to our community through quality, excellence, and service.
Flexibility – innovative solutions based on being open minded, thoughtful, and resourceful.
Kindness – actions guided by consideration and human touch while embracing accountability.
Cambridge Investment Research Advisors Inc is a national financial advisory firm headquartered in Fairfield, IA. The firm has $172 billion assets under advisement1 with 3,800 financial advisors, 900+ home office associates and total revenue of $1.65 billion.
1AUA reflects fee based and independent RIA assets plus commission assets. AUA, home office associates, and number of advisors are as of 3/31/24. Total revenue is year to date (3/31/24) and actual annualized.