Cambridge Investment Group, Inc. is a privately-controlled financial solutions firm focused on serving independent financial advisors and their investing clients. Cambridge is also a national corporation with a registered investment adviser as well as an industry leading independent broker-dealer. Cambridge offers a broad range of choices regarding advisor-focused financial solutions, and its national reach includes: Cambridge Investment Research Advisors, Inc. – a large corporate RIA; and Cambridge Investment Research, Inc. – an independent broker-dealer, member FINRA/SIPC, that is among the largest privately-controlled independent broker-dealers in the country. Overall, Cambridge supports over 3,000 independent financial professionals nationwide who serve their thousands of clients as registered representatives and investment advisor representatives, choosing to use either Cambridge’s firm Registered Investment Adviser or their own.
Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF).
Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 7,200 financial advisors serving in excess of 3 million client accounts in more than 2,900 locations throughout the United States, Canada and overseas. Total client assets are approximately $643 billion.
Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.
For more than a century, RBC Wealth Management has provided trusted advice and wealth management solutions to individuals, families and institutions. Today, in the U.S., RBC Wealth Management has $294 billion in total client assets with 1,800 financial advisors operating in 200 locations in 41 states – and we are growing. While our U.S. footprint is regional, we are a global organization, bringing our diverse expertise and deep knowledge to the sophisticated financial needs of our clients around the world. We are committed to earning our client’s trust by building lasting relationships and confidence, and putting their interests first in everything we do. Every interaction with us is defined through our core values and culture of doing what’s right for our clients and the communities we operate in.
As the industry’s leading custodian for independent registered investment advisors (RIAs), Schwab Advisor Services is dedicated to helping advisors achieve their business goals. For 30 years we have supported firms of all types and sizes and earned the trust of over 7,500 advisors. Visit advisorservices.schwab.com. Schwab Advisor Services serves independent investment advisors and includes the custody, trading, and support services of Schwab.
With a caring staff empowered to deliver personal, innovative support, Sigma Financial Corporation partners with financial advisors committed to enhancing their clients’ experience in an ethical, trustworthy manner. We provide comprehensive financial planning tools, solutions, and services supporting our representatives’ efforts in guiding their clients toward financial success. Founded in 1983, we now partner with over 1000 representatives over the US. We choose to maintain a manageable size to focus on personal, responsive service.
Securities offered through Sigma Financial Corporation. Member FINRA/SIPC.
Securities offered through Parkland Securities, LLC. Member FINRA/SIPC.
300 Parkland Plaza, Ann Arbor, MI 48103
CUNA Brokerage Services, Inc. (CBSI), an affiliate of CUNA Mutual Group, has been providing investment services to credit unions for over 30 years and is the leading broker/dealer serving the credit union industry. Since we are the only broker/dealer that works exclusively with credit unions, we understand how to support credit unions and their members achieve a more secure financial position.
CBSI is backed by the strength, resources and knowledge of CUNA Mutual Group and its over 80-year history. This combined understanding of both the credit union business and the insurance and investment services business allows CBSI to most effectively position credit unions in a competitive market and service the full financial needs of their membership. CBSI has more than 285 credit union programs, 430 active advisors, with more than $25 billion in assets under management.
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For over five years, the Women Adviser Summit has hosted over 1,600 women across the country with the goal of investing in their business, their brand and themselves, all while collaborating and networking with like-minded peers. Join in on the experience!