Investment Solutions Built for Your Clients’ Needs
We offer a full range of investment products and services, ensuring you have the flexibility to serve your clients effectively.
ETFs and Stocks
Gain access to the entire market, including listed and over-the-counter options, plus exclusive opportunities such as syndicate access to new issue closed-end funds and equities.
Mutual Funds
With more than 20,000 mutual fund families and a diverse range of share classes – including ESG funds, institutional shares, and donor-advised funds – you have the flexibility to find the right solution for each client.
Variable Annuities
Gain access to a broad network of insurance companies and find the right variable annuities for your clients’ needs.
Fixed Income
Work with our experienced Capital Markets Team for both retail and institutional fixed-income solutions. Our Institutional Fixed Income Sales and Trading Desk specializes in U.S. Treasuries, corporates, municipals, agencies, high-yield, and preferred securities.
Retirement Plans
From commission-based to advisory 401(k)s, 403(b)s, SIMPLE IRAs, and more, we offer access to a variety of retirement plan providers. Our dedicated team supports you with strategic guidance, customized plan design, educational resources, and cutting-edge tools to help you identify new opportunities and grow your retirement plan business. Whether you’re expanding your existing offerings or breaking into new markets, we’re here to help you succeed.
Insurance and Protection Products
You have full flexibility to choose your own field marketing organization (FMO) or leverage our trusted partners. Our partners offer comprehensive support, from case design to advanced planning solutions. We do not take an override on most non-securities insurance business.
High-Net-Worth Solutions
Sophisticated strategies and specialized services to meet the needs of family wealth clients, business owners, corporate executives, entertainers, and those receiving a sudden windfall.
389 Main Street, Suite 101
Malden, Massachusetts 02148
Main Phone: 800-333-3502
Advisor Recruits: 800-653-0391
Clients: 800-335-9156
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker/dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge markets securities and advisory services through Cantella. Cantella is owned and operated by Cambridge and its affiliates.
Financial Professionals may only conduct business with residents of the states or jurisdictions in which they are properly registered, licensed, or exempt from registration and not all of the securities, products, or services mentioned are available in every state or jurisdiction.
The information being provided is strictly as a courtesy. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the website(s) you are linking to. We make no representation as to the completeness or accuracy of information provided on these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to, or your use of third-party technologies, websites, information, and programs made available through this website.
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