At HH Financial Planning Group, we have the freedom to choose who we do business with, including who we use as our broker-dealer. We have selected Cambridge Investment Research, Inc. as our broker-dealer. Cambridge is privately controlled, which means we are not pressured by corporate interests and can focus on what is best for you and your financial goals.
Cambridge is committed to providing the resources and support that help us serve our clients’ needs. Through Cambridge, we have access to a vast menu of compliance-friendly programs, products, and services. This allows us to customize an investment strategy designed to meet your long-term financial needs.
Cambridge at a Glance:
•Founded 19811
•3,700+ producing advisors2
•$162 billion in assets under advisement3
•13-time Broker-Dealer of the Year4
To learn more about our relationship with Cambridge and what it means to our clients, contact us today.
1Cambridge and its predecessor broker-dealer
2As of 12/31/23
3AUA reflects fee based and independent RIA assets plus commission assets; as of 12/31/23
4Investment Advisor magazine, 2020, 2019,2018, 2017, 2016, 2015, 2014, 2013, 2012, 2010, 2008, 2007, Division IV; 2003, Division III. Cambridge received the highest marks from its advisors in the Investment Advisor Broker-Dealer of the Year 2020 Division IV category. A broker-dealer becomes eligible for this honor only after a minimum of 10 percent of its producing advisors cast valid ballots. These ballots also rate the broker-dealer in 15 different categories defined by Investment Advisor as relevant challenges and concerns by advisors. The broker-dealers receiving the highest marks in each of four divisions are declared Broker-Dealer of the Year by Investment Advisor magazine. Proprietary study results are based on experiences and perceptions of participating advisors surveyed in June of the 12 years listed. Your experience may vary. Visit thinkadvisor.com.