“I would say the key for us, and I really emphasize the word us, because all my employees look at it and are helping in that regard in the development. I don't care if you're out there doing our branch reviews or monitoring trade review, you're helping the development. But it all starts with the foundation. And everybody having that same foundation for me is key.” – Larry Qvistgaard
As President and Chief Operations Officer of Duncan Advisor Resources, Larry describes his day-to-day duties as everchanging; with no day ever being the same. Don’t miss this episode of Cambridge Stronger as Larry shares how, from the very beginning, his journey in our industry helped him develop a well-rounded foundation to navigate his evolution to a leadership role. He also discusses the key to developing advisors and the importance of building a strong foundation. As a 2024 Spirit of Cambridge recipient, Larry shares what the award means to him and how he tries to align himself with Cambridge’s core values of integrity, commitment, flexibility, and kindness.
In Episode 216: Finding Your Foundation, Larry joins Cambridge CEO and Co-Chairman of the Board Amy Webber to discuss:
The Spirit of Cambridge Award is given annually to independent financial professionals and associates who are dedicated to service while reflecting Cambridge’s core values of integrity, commitment, flexibility, and kindness. Each year, Cambridge home office associates select three financial professionals and two associates from a pool of outstanding candidates who have been affiliated with Cambridge for at least 10 years.
Larry Qvistgaard is the President and Chief Operations Officer for Duncan Advisor Resources, a group of over 125 representatives, one of the largest within Cambridge Investment Research, the company’s broker/dealer. He is responsible for the overall operations, supervision and field development of the advisors affiliated with our branch office.
Larry spent the bulk of his career as senior executive for a mid-sized national independent broker/dealer he co-founded, building it to over 400 financial advisors nationwide. He was responsible for building this multi-million-dollar broker/dealer that he eventually sold to a subsidiary of one of the world’s largest financial services conglomerates.
For nearly 40 years Larry has helped financial advisors grow their businesses through innovative sales and marketing strategies. He has also designed and distributed fixed and variable insurance products. He provides financial advisors, affiliated with Duncan Advisor Resources, access to his years of experience in Sales, Marketing, Product Development and Distribution.
Larry Qvistgaard is a Registered Principal and Investment Advisor Representative with Cambridge Investment Research and Cambridge Investment Research Advisors respectively. He has the FINRA Series 7, 24, 63 and 65 licenses along with the California state life and health insurance license. He is an active member of the Financial Planning Association (FPA) and the National Association of Insurance and Financial Advisors (NAIFA) in Orange County, California.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment advisory services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Each company is independently responsible for the products and services they provide. Representatives of Cambridge Investment Research, Inc. do not provide tax or legal advice in their roles as registered representatives. Cambridge and Duncan Advisor Resources and its subsidiaries are separate entities.
The Spirit of Cambridge Award is given annually to independent financial professionals and associates who are dedicated to service while reflecting Cambridge’s core values of integrity, commitment, flexibility, and kindness. Each year, Cambridge home office associates select three financial professionals and two associates from a pool of outstanding candidates who have been affiliated with Cambridge for at least 10 years.
Integrity, commitment, flexibility, and kindness are at the core of Cambridge’s values and drive the Spirit of Cambridge. Join our host, Cambridge CEO Amy Webber, for each Cambridge Stronger episode as she invites independent financial professionals to offer insight on how they integrate values and purpose in their care for their investing clients; and hear their stories on how they got their start as well as why they are in the advice profession.
The opinions expressed are those of the interviewees and do not represent the opinions or views of the interviewer and/or Cambridge.
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Cambridge Stronger is a podcast series hosted by Cambridge CEO and Co-Chairman of the Board, Amy Webber. It is produced by Cambridge – a financial solutions firm where culture counts and values matter most.