Edward Moran
Edward Moran is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Phoenix, AZ, 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
7901 N 16th St., Ste 275, Phoenix, AZ, 85020
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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
Edward operates under the DBA Moran Financial Services, offering individual life, group medical, dental, and disability insurance as an independent agent. He also serves as an advisory representative of a RIA, CIRA, dedicating full-time hours to this role, and is a board member of One Step Beyond Inc, a non-public entity.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Aegis Financial Group, INC.
Fsc Securities CorporationBroker
Walnut Street Securities, INC.Broker
Titan/value Equities Group, INC.Broker
Sunamerica Securities, INC.Broker
Southmark Financial Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations17 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.