Cambridge Investment Research Advisors, INC.

Cambridge Investment Research Advisors provides a broad range of investment advisory services, including ongoing investment management, financial planning and consulting, retirement plan advisory services, financial wellness programs, and recommendations of third-party investment managers. The firm operates using a network of independent financial professionals who tailor their services to individual client needs, risk tolerances, and investment objectives. Investment management is offered through various platforms, such as the Cambridge Managed Account Platform, Flexible Managed Account Platform, and the WealthPort Wrap Program, utilizing approved custodians like National Financial Services, Pershing, Charles Schwab, and Fidelity Brokerage Services. The firm's approach encompasses both discretionary and non-discretionary management, utilizing various analysis methods and investment strategies ranging from strategic asset allocation to tactical adjustments. While the firm operates as a registered investment advisor with a fiduciary duty to act in clients' best interests, it maintains several affiliations and business arrangements—including an affiliated broker-dealer and proprietary investment strategies—that present notable conflicts of interest regarding compensation and product selection.