Cambridge Investment
Research, Inc.
Founder, President, and CEO Eric Schwartz
Founded: 1981
Producing reps: 1,099
2007 estimated gross revenue: $235 million
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Division IV, Cambridge Investment
By
Staff Writer
September 01, 2007 at 04:00 AM
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2006 average annual gross production per rep: $207,000
Ratio of reps to home office staff: 5.1 to 1
What's notable about leader/firm: He serves on an effective FSI board; early adopter of fee model; has pledged not to sell firm for 15 years; looks for highest quality, trusted advisors; heavy focus on practice management; wants to make home office campus's carbon footprint zero
Company data self reported as of April 1, 2007
Notables voiced by leader during August 7, 2007 interview
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