News and press releases from Independent Financial Professionals.
Last month, several members of Independent Financial Professionals (IFP) traveled to Fort Worth, Texas, for the Women Advisors Forum, an event held every two years by the Cambridge Community of Women. In a predominately male industry,...
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INDIANAPOLIS, INDIANA - Advisors from across the nation gathered in Indianapolis, Indiana, last week for the 2018 Cambridge IGNITE conference. IGNITE is held annually by Cambridge Investment Research, Inc. for the several thousand...
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IFP advisors come from a variety of professional backgrounds, but they all chose Cambridge Investment Research, Inc., as their broker-dealer. Today, Cambridge announced a 9 out of 10 rating on the annual advisor satisfaction survey,...
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SCOTTSDALE, ARIZONA – On September 5, 2018, Katelin Kalik passed the Series 7 - General Securities Representative Exam.
Read MoreIFP branch offices have had some familiar visitors lately. Dan Harriman, OSJ Supervisor, and Tim O'Brien, OSJ Designee, have been making their way around the country to conduct required audits. While audit is a term feared by many,...
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COLLEGE STATION, TEXAS - On August 16, 2018, Mark Cangelose took and passed the Series 65 exam to qualify as an Investment Advisor Representative (IAR). Mark joined Cambridge and IFP in 2015 with more than 25 years of experience in the...
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AUSTIN, TEXAS – July 27, 2018 – On July 26, 2018, two Independent Financial Professionals (IFP) advisors, Lynn Kaloian and David Eck, took and passed the Series 65 exam to qualify as Investment Advisor Representatives...
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AUSTIN, TEXAS – July 18, 2018 - Since its inception, over 2,100 professionals have earned InFRE's Certified Retirement Counselor® (CRC®) certification worldwide. Dan Harriman, of Harriman Financial, in Austin, Texas, is a...
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SCOTTSDALE, ARIZONA – July 06, 2018 - On July 5, Lori Crilley of LC Financial passed her Series 7 exam and was approved as a General Securities Representative (GS). Per FINRA, "the exam measures the degree to which each candidate...
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LAKEWAY, TEXAS – On June 27-29, IFP advisors, staff, and families gathered at Lakeway Resort & Spa for the 2018 IFP Leadership retreat. The retreat balanced time to learn with time to connect with colleagues and sponsors. On...
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