Our Broker-Dealer

Cambridge Investment Research, Inc.

At Boyd Financial Services, 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 independently owned, 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 helps us with the processing of investment business and holds responsibility for regulatory compliance and adherence to securities laws. Cambridge is different from the large investment banks and investment companies because they allow us to offer non-proprietary products, such as mutual funds or life insurance, from a wide variety of companies.

Cambridge* at a glance:

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Founded in 19811

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3,296 producing advisors in all 50 states

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823 home office associates

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$93 billion in assets under advisement2

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Eleven-time Broker-Dealer of the Year3

Our Clearing Firm

In addition to the support we receive from Cambridge, Pershing LLC acts as our custodian and clearing firm. They are responsible for holding client assets, executing trades, and maintaining client accounts. Click here for more information about Pershing.

 

*As of 12/31/18

1Cambridge and its predecessor broker-dealer

2AUA reflects commission, fee-based, and independent RIA assets

3Investment Advisor magazine, 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 2018 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 the eight years listed. Your experience may vary. Visit thinkadvisor.com.