Joseph Taunt
Joseph Taunt is a CFP, ChFC-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Grand Rapids, MI, 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
Grand Rapids, MI
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Regulatory History (1)
Employment Separation After Allegations
January 2000Other Business ActivitiesSells Insurance
Joseph is an independent insurance agent for various companies, spending a few hours per week on sales. He also serves as treasurer for the Muskegon Yacht Club and the Lake Michigan Sail Racing Federation, and is a board member for the J/35 Class Association, and an advisory rep of an RIA, spending nearly full-time on this.
Employment History
Current Registrations
Cambridge Investment Research, INC.
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Regulus Financial Group, LLCBroker
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Sagepoint Financial, INC.
Regal Investment Advisors LLC
Sagepoint Financial, INC.Broker
Sunamerica Securities, INC.Broker
Washington Square Securities, INC.Broker
Signator Investors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
Sun Investment Services CompanyBroker
The Mutual Life Insurance Company of New YorkBroker
Mony Securities CORP.Broker
First Investors CorporationBroker
State Registrations28 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.