Jamie Charlton, an independent financial advisor with Saxon Financial Services, has qualified for Cambridge Signature Club 2016.
This qualification was announced by his independent broker-dealer, Cambridge Investment Research, Inc. (Cambridge), one of the largest privately owned independent broker-dealers in the U.S.
Qualification for Cambridge Signature Club honors a financial advisor’s independent business accomplishments in delivering some of the highest levels of client service while reflecting Cambridge’s core values of integrity, commitment, flexibility, and kindness. Distinction as a member of Cambridge Signature Club 2016 includes a special invitation to Amelia Island, Florida, May 4 – May 7, 2016.
“Qualifying for Signature Club is an honor and we are pleased to present Jamie Charlton with this recognition,” said President Amy Webber. “Cambridge Signature Club will bring together similar qualifying advisors in Amelia Island for celebration, educational events, and networking opportunities. These events mean so much to all of us because they give us an opportunity to gather together and share our passion for serving clients.”
The conference will focus on renewing a commitment to excellence in serving clients, unwavering dedication to independence, and the ability to deliver objective advice to clients. In addition to celebrating this achievement with industry speakers and information sessions, Signature Club members will engage in various networking lunches and dinners. Cambridge’s senior executives will serve as hosts for Signature Club.
“We at Saxon Financial Services want to thank our clients for choosing us as their financial professional. We sincerely appreciate their trust in Saxon and their confidence that we will provide them with unbiased recommendations and impartial guidance based on their needs and goals. I appreciate being named to Cambridge’s Signature Club, especially as a reflection of our shared values and dedication to serving clients, and I enjoy the opportunities to share experiences with my peers who are also independent financial professionals,” expressed Charlton.