Jeffrey Shank
Jeffrey Shank is a ChFC-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in North Andover, MA, with 44 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
800 Turnpike Street, Suite 300, North Andover, MA, 01845
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 1996Other Business ActivitiesSells Insurance
Jeffrey is a board member of the Kiwanis Club of Greater Lawrence since 2003, dedicating a minimal amount of time. He is also an independent insurance agent since 1996 and an advisory representative of a RIA, spending about 10-20% of his time on the latter.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Andover Advisory Group
Previous Registrations
Sicor Securities INC
Sicor Securities INCBroker
Sunpoint Securities, INC.Broker
The Prudential Insurance Company of AmericaBroker
Pruco Securities CorporationBroker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.