About Cambridge

Our Alliances

We have aligned with Cambridge Investment Research, Inc. (Cambridge), an industry-leading financial solutions firm which has been committed to independence and internal control for more than 45 years*. Cambridge provides us with the freedom to run our business the way we choose, while providing ongoing service and support.


Cambridge’s independence, culture, and values have helped them become one of the largest internally controlled financial services firms in the country.


Learn more here:

About Cambridge

Cambridge Leadership

Cambridge Awards and Recognition


*Cambridge and its predecessor broker-dealer