FAIRFIELD, IA – June 30, 2023 — Cambridge, a leading independent financial solutions firm, is proud to be named a 2023 ThinkAdvisor LUMINARIES finalist in the firm-wide categories of Executive Leadership, Community Impact, Financial and Investment Innovation, and Thought Leadership and Education. Hundreds of entries were received from firms around the industry, and finalists were selected based on their overall impact on financial professionals, the broader community and industry, clients, and investors. Each nominee was evaluated based on quantitative and qualitative results.
Now in its third year, the LUMINARIES awards program recognizes individuals and firms that are pioneering positive change in the advice industry. The LUMINARIES program is an evolution of the ThinkAdvisor Broker-Dealer of the Year awards program, which was retired after 2020. Cambridge received the Broker-Dealer of Year Award in its respective size category 13 times1, making it the most honored firm in the history of the award.
Cambridge will be featured in ThinkAdvisor.com and profiled in the September and November print editions of Investment Advisor magazine alongside other LUMINARIES finalists. Winners will be selected by a judging panel and announced at the LUMINARIES Awards Dinner and Gala, which will take place on November 28 in New York City. Seth Miller, President, Advocacy and Administration at Cambridge, is a member of the judging panel. Judges do not vote in any category in which their own firms are nominated.
To view the complete list of finalists, click here.
About Cambridge
Cambridge is a financial solutions firm focused on serving independent financial professionals and their clients while preserving its internal control. Cambridge offers a broad range of choices for independent financial professionals regarding solutions for advice, growth, technology, and independence. Cambridge’s national reach includes: Cambridge Investment Research Advisors, Inc. – a large corporate RIA; and Cambridge Investment Research, Inc. – an independent broker-dealer, member FINRA/SIPC, that is among the largest internally controlled independent broker-dealers in the country.
Contact: Jeff Wulf, Senior Vice President, Cambridge: jeff.wulf@cir2.com or 800-777-6080
1Investment Advisor magazine, 2020, 2019, 2018, 2017, 2016, 2015, 2014, 2013, 2012, 2010, 2008, 2007, Division IV; 2003, Division III.
Media & PR Contacts
Please contact Cambridge’s Public Relations Team at publicrelations@cir2.com for news media inquiries, executive speaking engagements, industry sponsorship opportunities, media planning, and community involvement.
Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, and investment advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Both are wholly-owned subsidiaries of Cambridge Investment Group, Inc.