Our Firm

Gateway Financial Advisors focuses on financial planning services, investment management solutions, insurance planning solutions, business planning solutions and employee benefit products.  Investment Advisory services are offered through Cambridge Investment Research Advisors, Inc, a Registered Investment Advisor.  Investment Products offered through Cambridge Investment Research, Inc., winner of the 2012 Broker Dealer of the Year award from Investment Advisor magazine.   Brian Lombardo, CFP®, CPA is the head Financial Advisor of the San Jose Branch.  

About Cambridge Investment Research, Inc.

Cambridge Investment Research, Inc. (Cambridge) is an independent, privately owned broker-dealer with over $67 billion assets under management, nearly 700 home office associates, and over 2,700 independent registered representatives serving hundreds of thousands of clients across the United States. As an industry leader, we strive to create a workplace that reflects our four core values of integrity, commitment, flexibility, and kindness while fostering an atmosphere that allows our associates to thrive and enjoy our mutual success. Cambridge has been honored as ‘Broker Dealer of the Year’ for 2015, 2014, 2013, 2012, 2010, 2008, 2007, and 2003 by Investment Advisor magazine; and was ranked 8th in the ‘2014 FP50 IBD Revenue Growth’ by Financial Planningmagazine.1 Cambridge is also among the top 25 large companies honored as a ‘Top Workplace in Iowa’ for 2015, and is one of only 13 companies consecutively ranked among the Top Workplaces since the ranking began in 2011 by the Des Moines Register.2

About Broker-Dealer of the Year

Investment Advisor magazine, 2015, 2014, 2013, 2012, 2010, 2008, 2007, Division IV; 2003, Division III. A broker-dealer becomes eligible for this honor only after a minimum of 10% of its producing rep-advisors cast valid ballots. The ballots rate the broker-dealer in 15 different categories defined by Investment Advisor as relevant challenges and concerns. Broker-dealers receiving the highest marks in each of four are declared Broker-Dealer of the Year. Results are based on experiences and perceptions of participants surveyed in June of each of the years listed. Experience may vary. This recognition is not representative of investment performance or returns of rep/advisors. Visit advisorone.com.

Footnotes:
1 Financial Planning magazine, June "FP50", Top 50 Independent Broker-Dealer 
2 Des Moines Register, "Top Workplaces in Iowa," 2011-2015