FAIRFIELD, IA – October 18, 2022 — Cambridge is pleased to announce the promotion of Brian Reid to Vice President of Practice Management. In this new role, Reid will oversee various aspects of the Practice Management Team’s programs at Cambridge, including the design and implementation of strategic initiatives. He will also work with the team to develop new solutions and offerings designed to help financial professionals grow their advisory and retirement assets.
Reid joined Cambridge in 2009 and has spent over 10 years working with the Practice Management Team. During his time at Cambridge, Reid has played an essential role in helping financial professionals streamline internal procedures, create more efficiency in their operations, and ultimately grow their businesses. He helped develop the Synergy Exchange mentoring program, and has been instrumental in the expansion of the Real Practice Management Program (RPM), Cambridge’s in-house coaching program for financial professionals. His contributions have been previously recognized with promotions to Director (2017) and Assistant Vice President (2019) positions.
Reid is a certified Lean Six Sigma Yellow Belt and completed Cambridge’s Continuous Improvement Embedded Leaders program. He is also a Registered Corporate Coach™ (RCC) and holds the FINRA Series 7 license.
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: firstname.lastname@example.org or 800-777-6080
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.
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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.