Fairfield, IA and Tampa, FL – January 21, 2022 – Cambridge congratulates Von D. Cook II of Client Centric Advisors on being elected to serve on the Financial Services Institute (FSI) 2022 Board of Directors. FSI’s mission is to ensure all individuals have access to competent and affordable financial advice, products, and services, delivered by a growing network of independent financial advisors and independent financial services firms.
As an Accredited Investment Fiduciary®, Registered Principal, and Investment Advisor Representative for individuals, entrepreneurs, and business owners, Cook helps clients grow and manage their wealth. With over 20 years of industry experience, Cook specializes in active asset management and comprehensive financial planning. Cook is a member of Cambridge’s Compliance and Supervision Advisory Council and has been registered in the securities industry since 2001.
“We are proud to have Von represent Cambridge and our Financial Professionals on the FSI Board,” said Cambridge Executive Vice President and Chief Marketing Officer, Jeff Vivacqua. “We know Von will ensure that different voices are heard on the many items that are affecting financial professionals and their clients in today’s regulatory climate.”
Financial Services Institute (FSI) is the only organization working in Washington and the United States on behalf of independent broker-dealers and the financial professionals affiliated with them. FSI’s mission is to create a healthier, more business-friendly regulatory environment for independent financial services firms and independent financial professionals who provide affordable, unbiased advice to hardworking Main Street Americans. The organization’s strategy supports its mission and vision through robust involvement in FINRA governance, vigorous engagement in the electoral and regulatory process, and effective influence on the legislative process. For more information, please visit financialservices.org.
Cambridge Investment Group, Inc. is a financial solutions firm focused on serving independent financial professionals and their investing clients. 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. Cambridge continues to be a multi-year honoree as a top workplace1 and broker-dealer2 of the year.
Contact: Jeff Wulf, Senior Vice President, Cambridge: firstname.lastname@example.org or 800-777-6080
1The Top Workplace in Iowa, 2020 – 2011, recognition is determined by associate feedback through an anonymous survey conducted by Energage, an independent research company.
2Investment Advisor magazine, 2020, 2019, 2018, 2017, 2016, 2015, 2014, 2013, 2012, 2010, 2008, 2007, Division IV; 2003, Division III.
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The information discussed herein is general in nature and provided for informational purposes only. There is no guarantee as to its accuracy or completeness. Nothing in this white paper constitutes an offer to sell or a solicitation of any offer to buy any type of securities. Reprinted by permission for use by Cambridge. All rights reserved.
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. For financial professional use only V.CIR.0221-0529