Kyle Beveridge
Kyle Beveridge is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Saint James City, FL, with 41 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
Saint James City, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kyle is the president of ESB W & I LLC, an advisory DBA, spending about a quarter of his time there. He also owns real estate through ARSA LLC, dedicating minimal time, serves as an advisory representative for CIRA full-time, and is a board member of Richland County Growth Corporation, spending minimal time.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Invicta Advisors LLC
Invicta Capital LLCBroker
Trustmont Advisory Group, INC.
Trustmont Financial Group, INC.Broker
Ssn Advisory, INC.
Esb Wealth Management, LLC
Securities Service Network, INC.Broker
Investment Advisors
Proequities, INC.Broker
Mariner Financial Services, INC.Broker
Wrp Investments, INC.Broker
State Registrations15 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.