John Kollar
John Kollar is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Saint Petersburg, FL, with 36 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
112 44th Ave N., Saint Petersburg, FL, 33701
Get directionsHistory
Regulatory History (1)
Criminal
September 1973Other Business Activities
John is an advisory representative of a Registered Investment Advisor (RIA) and spends about 10-20% of his time in investment-related activities and trading. He is also an employee at Wilson, Wilson & Company Wealth Management, focusing on retirement and estate planning, and a co-trustee of the Kollar Family Trust, managing real estate, dedicating minimal time to these roles.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Hsbc Securities (USA) INC.Broker
Bear, Stearns & CO. INC.Broker
Morgan Stanley & CO., IncorporatedBroker
Salomon Brothers INC.Broker
State Registrations2 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.