Broker Check

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 our independent tax professionals by name, not by 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.

Programs, Services and Products

Advisory Services

Mutual Fund WRAP program

CCadvantage
Cambridge Asset Allocation Platform
Cambridge Managed Account Platform
Flexible Managed Account Plantform
Models

  • Taxable
  • Tax Sensitive
  • Qualified
  • Annuity
  • Index

SAM Programs

  • Over 30 SAM firms
  • Over 100 money managers
  • Over 120 investment options

Investment Account Options

  • Taxable
  • IRA, Roth IRA, SEP-IRA, SIMPLE IRA
  • 529 Plan
  • Trust
  • Defined benefit
  • Defined contribution
  • Variable Annuity
  • Householding
  • Omnibus accounting

Commission accounts 

  • Contact us for information

Wealth Planning

Support

  • Financial Planning
  • Retirement Planning
  • Estate Planning
  • Tax Planning

Technology

Technical Support

  • General Support
  • Problem Resolution
  • Trading
  • Account Setup
  • ACAT Reporting

Information Technology

  • Web Development
  • Program Development

Insurance

Life & Health Products

  • Whole Life
  • Universal Life
  • Fixed Term
  • Variable Universal Life
  • Long Term Health
  • Nursing Home Care
  • Variable Annuity
  • Riders
    • First-to-Die
    • Second-to-Die
    • Stepped-up death
    • Guaranteed minimum income

Property & Casualty – State Selected

  • Auto/Home/Renters
  • Umbrella

Banking

Services and Products Credit Card

  • Credit Card
  • Checking Account
  • Savings Account
  • Mortgage Loans
  • Collateralized Loans
  • Certificates of Deposit

Advisor Professional Support

Advisor Training

  • Continuing Education
  • Product Partnerships
  • Event Setup and Sponsorship


Licensing

  • Securities
  • IAR
  • Insurance
  • CFA
  • CFP
  • CFS

Compliance