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Henry Debski

43 Years of Experience
Bradenton, FL
BrokerSells Insurance

Henry Debski is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Bradenton, FL, with 43 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3935 advisors
Number of Clients
323,031 clients
Average Client Portfolio
$317K average
Assets Under Management
$102.4B

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.

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Location

Bradenton, FL

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Henry is an independent insurance agent for various insurance companies. He also sells books, magazines, and comic books on eBay for a few hours per week, and owns rental real estate properties, dedicating minimal time to each.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
March 2005 - Present · 21 yrs 2 mos
Cambridge Investment Research, INC.Broker
March 2005 - Present · 21 yrs 2 mos
Previous Registrations
Cambridge Investment Reserarch, INC.
March 2005 - March 2005 · 0 mos
Financial Network Investment Corporation
February 1998 - March 2005 · 7 yrs 1 mo
Financial Network Investment CorporationBroker
February 1989 - March 2005 · 16 yrs 1 mo
American Express Financial Advisors INC.Broker
June 1982 - March 1989 · 6 yrs 9 mos
Ids Life Insurance CompanyBroker
June 1982 - March 1989 · 6 yrs 9 mos
Ids Financial Services INC.Broker
June 1982 - December 1986 · 4 yrs 6 mos
State Registrations5 states
FLILINKYMO
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.