FAIRFIELD — One of the largest companies in Southeast Iowa is located just north of Fairfield in the form of Cambridge Investment Research. The company is known for its commitment to providing independent financial advice and exceptional client service. Cambridge Investment Research has recently announced that it is welcoming two new members to its Circle of Excellence.
According to a recent press release from PRNewswire, Steward Partners Global Advisory, LLC has welcomed Adam Freeland and Melissa Mullan to the Circle of Excellence. The Circle of Excellence is a prestigious recognition awarded to a select few financial advisors who have demonstrated outstanding performance and dedication to their clients.
Adam Freeland and Melissa Mullan will be recognized for the honor at a Cambridge gathering in February. The Circle of Excellence is an annual recognition program that highlights the best advisors at Cambridge Investment Research.
Cambridge Investment Research is one of the largest independent broker-dealers in the United States. The company offers a wide range of services, including investment management, tax planning, wealth protection, and other major financial services.
The company has recently launched a new service that is designed to help clients optimize their financial planning. The service will draw together resources and expertise related to investment management, tax planning, wealth protection, and other major financial services.
According to the most recent Form 13F filing that Cambridge Investment Research Advisors Inc. did with the Securities and Exchange Commission, the company has over $75 billion in assets under management. The company has a strong track record of performance and is committed to providing exceptional service to its clients.
If you're interested in learning more about the independent broker-dealer industry, you should explore the B-D Data Center. The center provides exclusive information and intelligence about the industry, including which firms offer the best services and which firms are the most successful.
Bloomberg Law is a valuable resource for in-house legal teams. The service has helped many companies reduce spending and reliance on outside counsel, maximize workflow efficiencies, and spend more time on strategic initiatives.
The U.S. Securities and Exchange Commission filed a complaint last Wednesday in Pennsylvania Middle District Court targeting two defendants who allegedly defrauded investors by making false claims about their investments in a Cambridge Investment Research fund.
Institutional investors have increased sustainable and impact investing by 81% over the past four years, according to a Cambridge Associates survey. This indicates that there is a growing demand for socially responsible investments, and that institutional investors are willing to invest in companies that align with their values.
Overall, Cambridge Investment Research is a leading independent broker-dealer that is committed to providing exceptional service to its clients. The company's Circle of Excellence recognition program highlights the best financial advisors in the industry, and the company's new service is designed to help clients optimize their financial planning. If you're interested in learning more about the independent broker-dealer industry, you should explore the B-D Data Center.
