FAIRFIELD, Iowa--(BUSINESS WIRE)--Cambridge is pleased to announce the fifth annual Jim Guy Memorial Scholarship program is now open and accepting applications through February 20, 2018. The program will award two $1,000 educational scholarships, with one awarded to the son or daughter of a Cambridge associate and the second awarded to the son or daughter of a Cambridge independent financial advisor.
The applicant’s parent must be formally connected with Cambridge as an associate or independent financial advisor as of February 20, 2018. Preference among applicants will be given to those pursuing a field of study focused on journalism, finance, business, or woodworking in keeping with Jim’s academic background, profession, and personal interests. Selection will also be based on the following criteria and weighting factors:
- Scholastic Achievement: High school or college GPA (40%)
- Scholastic Achievement: ACT/SAT score (30%)
- Extracurricular Involvement (30%)
Application forms are available through Cambridge by email at publicrelations@cir2.com. Completed applications should be returned to Cambridge for the attention of the firm’s Corporate Relations Committee no later than February 20, 2018. Qualified applications will be considered immediately following the close of the application process with the intent for funding to be announced in May of 2018. Funding will be provided to the applicable college, university, or technical school for the summer or fall terms of 2018.
The Jim Guy Memorial Scholarship program was established in 2014 in memory of Jim Guy, Cambridge’s executive vice president and chief marketing officer. In addition to his successful career as an independent advisor and as one of Cambridge’s executive leaders, Jim also served as a passionate mentor and coach to many. These scholarships seek to strengthen his legacy while supporting young adults as they begin their own career paths.
Cambridge Executive Vice President Dan Sullivan led the development of the Jim Guy Memorial Scholarship program. Dan and Jim shared more than 30 years as friends and independent advisors, including serving together as members of Cambridge’s board of directors.
About Jim Guy
Jim joined
Cambridge’s executive group in 1999, and continued to lead his
independent practice while providing senior executive leadership for
Cambridge’s recruiting and marketing. Jim was instrumental in the early
development of Cambridge’s fee-based programs, and he also focused on
supporting and improving the independent financial advisor’s business
through practice management coaching, marketing initiatives, and product
services. These scholarships allow us to remember our friend and
colleague, share his passion for learning, and demonstrate a positive
tribute to his memory.
About Cambridge
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: advisor solutions for both asset
management and financial planning with portfolio overlay management,
platform choices comprised of a corporate RIA or independent RIA for
dual registration or fee-only business models, multiple options for both
qualified and non-qualified – direct or brokerage, fee or commissionable
IRAs, multiple clearing and custodial platforms, a full spectrum of
middle office services designed for solo/ensembles, branches, and super
branches, succession and acquisition financial lending plus business
technology expertise, outsource services centered on independent advisor
firms, including business consulting, client marketing, and office
assistance, as well as insurance services. Cambridge’s 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.
Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, and investment advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Both are wholly-owned subsidiaries of Cambridge Investment Group, Inc.
