Broker Check
Cambridge Investment Research, Inc.: An Excellent Choice

Cambridge Investment Research, Inc.: An Excellent Choice

| October 08, 2018
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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, which reflects what IFP advisors already know: Cambridge is an excellent choice.1

In September, Investment Advisor named Cambridge as Broker Dealer of the Year (Division IV) for the eleventh time. The honor is determined by feedback from independent advisors about the service, support, and compensation from their own broker-dealer.2 In addition, Cambridge was recognized as a top workplace in Iowa by The Des Moines Register for the eighth year in a row.3

While IFP advisors are impressed by the awards, they are not surprised. Most IFP advisors have worked with other broker-dealers in the past and have had their expectations met and exceeded by Cambridge:

Cambridge has given me the opportunity to run my business the way that I choose to run it. They give me the flexibility to be an individual all while giving me the support and technology of a big firm. They go over and beyond to make you feel part of a family that truly cares for you and has your best interest at heart. In my experience, Cambridge is truly a one of a kind broker/dealer. They are always striving to put the advisors first and to make sure that we have everything we need to be successful. If ever I find myself in a situation where I am not sure about something, I rest assured knowing that I have Cambridge's vast resources and knowledge behind me to tackle any situation that arises for my clients. I couldn't be more happy to be a part of the Cambridge team! — Landon Carter, Family Legacy Financial

You don’t know what you don’t know. After over a decade in financial services, I had no conception of how much support and training a broker dealer could provide until I joined Cambridge. Add the support and training provided by IFP, and my clients and I could not be in a better place.  — August Bugge, III, Agape Financial Services

Although Cambridge is one of the largest Broker Dealers in the industry, they maintain a "small-town, family-oriented" culture that is important to me. Flexibility is therefore in my view, probably their most important core value which encourages different paradigms of advisors coming from various backgrounds. The culture at the home office in Fairfield is genuinely helpful, and their sub-specialized training is comprehensive and very well thought through and effective. With some 700 employees of different ages and backgrounds themselves, it enhances their ability to meet us where we're at and help take us to where we want to go. Then ultimately... with CIR's resources, IFP 'helps us get there'! — John Pileggi, Pileggi Financal Group

Cambridge has a way of making me feel that my clients, my business, and I are important. The Cambridge representatives I interact with at the home office or regional meetings are typically very engaged and interested in helping me with any and all questions or issues I have. Aside from the extraordinary number of tools at our disposal with which to succeed in a manner that suits us best, it’s the feeling of being part of a team and a company with my best interests at heart that makes Cambridge and IFP feel like home.” — Jack Jones, Vision Financial Group

If you are interested in joining IFP and Cambridge, please call 512-918-1900 or email

1Cambridge Earns 9 out of 10 Advisor Satisfaction Rating. (2018, October 08). Retrieved October 08, 2018, from

2Cambridge Named 2018 Broker-Dealer of the Year. (2018, September 17). Retrieved October 08, 2018, from

3Cambridge Named 2018 Top Workplace in Iowa. (2018, September 17). Retrieved October 08, 2018, from

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