Lawrence Silver
Lawrence Silver is a ChFC-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Lantana, FL, with 37 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
814 Lantana Rd., Ste 5, Lantana, FL, 33462
Get directionsHistory
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
Lawrence is the owner/president/independent insurance agent for various independent insurance companies through Insurance Investments & More Inc. and Service Insurance Associates Inc., dedicating full-time hours to the former and minimal time to the latter; he has been an independent insurance agent since 1977. Lawrence is also an advisory representative of a registered investment advisor (RIA) and the chairman of the board of directors for Lake Osborne Estates Civic Association Inc.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Resource Horizons Group LLCBroker
Ameritas Investment CORP.Broker
Planmember Securities CorporationBroker
Lincoln Financial Advisors CorporationBroker
Aetna Investment Services, INC.Broker
Aetna Life Insurance and Annuity CompanyBroker
Aetna Life Insurance and Annuity CompanyBroker
Lowry Financial Services CorporationBroker
Aetna Life Insurance and Annuity 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.