Services, Products, Programs and Technology

Following a vigorous research effort, the advisors of CapitalCrest Advisor Network, LLC selected Cambridge Investment Research, Inc (CIR) as their independent broker/dealer for providing financial services and products to independent tax professionals and their clients. CIR’s high level of technical support, administrative expertise and competitive cost structure are well recognized within the financial services industry.

As one of the leading independent Broker/Dealers for 2012(a), specializing in fee-based advisory solutions in the United States, CIR is committed to the strongest possible relationship with its advisors. CIR measures the success of its relationship with advisors not only by mutual prosperity, but also by how enjoyable it is to work together as a team.

When we call Cambridge during business hours, we get a person, not a menu, and the Reception team refers to or independent tax professionals by name, not their rep number. 

NFS, Pershing and CIR offer reduced ticket charges for qualifying load-waived mutual fund trades on their clearing platform. In some cases, the clearing costs are completely eliminated. In some programs, such as CCadvantage, trades are free to the advisor and client. 

a) Investment Advisor magazine, AUGUST 29, 2012, “THE LEADERS OF THE 2012 BROKER/DEALERS OF THE YEAR”, DIVISION IV (1,000 or more producing reps) LEADER – Cambridge Investment Research, Inc.