About Our Broker-Dealer
Cambridge believes in honoring the entrepreneurial spirit of the financial professional. Instead of asking financial professionals to fit into a mold, they are empowered with a vast menu of compliance-friendly programs, products, and services. Cambridge’s service-oriented culture is driven by unwavering core values of integrity, commitment, flexibility, and kindness. Cambridge is proud to be the broker-dealer of choice for independent financial professionals who share these core values.
Owned entirely by its management and financial professionals around the country, Cambridge is committed to true independence. Cambridge’s leadership has spent over 15 years consciously building a legal structure, business plan, and superior management team with the goal of remaining privately owned. Since its inception in 19811, Cambridge has continually put the objectivity of its financial professionals first to ensure the long-term success of the financial services industry, financial professionals, and clients. It offers one of the largest footprints of products and services available in the industry, and is committed to providing the highest level of flexibility and choice to its financial professionals.
Cambridge has a culture of true independence where you, the financial professional, control the journey. Your long-term success is defined by the value you deliver to your clients, and enduring success is often driven by making sure your business efforts are a clear reflection of your personal values. Cambridge knows advisors need to chart a course that works best for them and their clients. You, the advisor, are the pilot, but Cambridge stands ready to offer guidance and choice. Cambridge offers advisors common sense compliance, client acquisition support, business solutions, innovative outsourcing resources, quality due diligence, industry leading technology, and customized practice management, as well as advisor-focused marketing and social media solutions. In addition, Cambridge is recognized as the industry pioneer who developed the fee-based advisory model while continuing to support traditional commission business.
1. Cambridge and its predecessor broker-dealer
