Olin Ragsdale
Olin Ragsdale is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Fort Worth, TX, with 42 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
Fort Worth, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Olin is an independent insurance agent for various independent insurance companies since 1967, dedicating a few hours per week. He is also an advisory representative of a RIA, spending nearly full-time hours on this. Additionally, Olin teaches continuing education classes/webinars for attorneys, spending minimal time on this.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Signal Securities, INC.Broker
Signal Securities, INC.
Rhodes Securities, INC.Broker
Rhodes Investment Advisors, INC.
Signal Securities, INC.Broker
Signal Securities, INC.
MML Investors Services, INC.
MML Investors Services, INC.Broker
Rhodes Investment Advisors, INC.
Rhodes Securities, INC.Broker
World Choice Securities, INC.
World Choice Securities, INC.Broker
MML Investors Services, INC.Broker
Fahnestock & CO., INC.Broker
B.C. Christopher Securities CO.Broker
Southmark Financial Services, INC.Broker
B.C. Christopher Securities CO.Broker
MML Investors Services, INC.Broker
Massachusetts Mutual Life Insurance CompanyBroker
State Registrations1 state
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.