Our Broker-Dealer
Cambridge Investment Research, Inc.
Premier Network has aligned with Cambridge Investment Research, Inc. for more than 20 years and developed key relationships at all levels of the organization, including with top executives. We chose Cambridge because, like us, they have embraced the value of independence and are committed to remaining privately owned.
Cambridge provides our financial professionals the freedom to run their business, their way while offering superior service and support.
For over 40 years
Cambridge has provided financial advisors with the freedom to thrive.
Their independence, culture, and values have helped them become one of the largest internally controlled financial services firms in the country. Cambridge offers our financial professionals:
• Multiple clearing firm options including Pershing and Fidelity
• An industry leading product footprint
• Outsourcing programs for technology, marketing, hiring, and more
• Multiple events and recognition programs
• A comprehensive technology suite, CLIC® Advisor, and a client-facing portal, CLIC Client
• Coaching solutions
• A common-sense approach to compliance
• Valuation and succession planning
Premier Network was founded by Bob Pugliese and Traci Shughart with one belief:
Independence should last.
Today, that vision continues under the leadership of Traci Shughart, a proud woman business owner, and Sebastian Sullivan, a next-generation partner blending deep industry experience with modern insight.
With branch managers and OSJ designees spanning generations, Premier is built for endurance, not just growth.