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Our Transition Team

Our multi-faceted Transition Team is comprised of specialists from many departments, including Registration and Licensing, Operations, and Compliance. Leading the team is your specially designated Transition Consultant who oversees every step of your transition, from customizing a training plan that meets your unique needs to consulting with other teams to address even the most sophisticated questions. We streamline the transition process so you can devote more time to doing what you do best – serving clients.

Your transition experience is just the beginning of the customizable service and support you will receive at Cambridge. 

Contact a Business Development Director to learn more about how our experienced team can help you. 

 

Transition Team 2014

 

*REP. magazine, 2013, ranked No. 1, with an overall score of 9.6 out of 10. Between November 14, 2012 and January 6, 2013, Penton Research and REP. invited independent broker/dealer advisors to participate in its Broker Report Card Survey that measured satisfaction with their firm in seven different categories from compliance to product offerings. Firms were scored on a scale of 1-10, with 10 being the best. Penton received 2,992 surveys. Of those, 2,873 respondents had worked in the industry for the required one year or longer. In order to be reported, at least 50 respondents from each brokerage firm was required. Twenty-two firms met this requirement in 2013.