The Cambridge team approach gives us the opportunity to easily partner up with other independent Cambridge branches all throughout the United States to make sure that you have an advisory team available to serve your needs on a personal level.

 

We share the core values of our broker-dealer, Cambridge Investment Research, Inc.  

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• Integrity – honesty, fairness, and ethics are the foundation of our culture

 

• Commitment – making a difference to your community through quality, excellence, and service

 

• Flexibility – offering solutions based on being open-minded, resourceful, and committed to you our client

 

• Kindness – in all things, consideration and compassion for your community and organizations, guide our decisions.

 

As one of the largest and most respected independent broker-dealers, Cambridge helps keep us apprised of pertinent legislative and regulatory updates daily or as necessary. Cambridge also provides general compliance guidance to rep-advisors for their day-to-day activities, as well as guidance to OSJ supervisors in their oversight of Cambridge business. Monte Ferguson serves the role of our OSJ supervisor and has 22 years of industry experience.