David Varner
David Varner is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Hartville, OH, 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
203 S Prospect Ave., Hartville, OH, 44632
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Regulatory History (1)
Customer Dispute
September 2003Other Business ActivitiesSells Insurance
David is an independent insurance agent for various independent insurance companies through Varner Insurance Group, dedicating about a quarter of his time to this activity. He also owns multiple rental properties and is involved with Kyler and Company LLC to provide tax and legal liability services.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Nationwide Securities, LLCBroker
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.