Paul Lysan
Paul Lysan is a CFA-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Peabody, MA, with 38 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
100 Corporate Place, Suite 102, Peabody, MA, 01960
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Regulatory History (1)
Regulatory
January 2012Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Centaurus Financial, INC.Broker
Centaurus Financial, INC.
Tradedesk Financial CORP.Broker
Tradedesk Financial CORP.Broker
Investors Capital Advisory
Investors Capital CORP.Broker
1st Bccw Capital CORPBroker
American General Securities IncorporatedBroker
Legacy Financial Group
Franklin Financial Services CorporationBroker
Tucker Anthony IncorporatedBroker
C.A. Atlantic Securities, INC.Broker
Newcomb and CompanyBroker
Ffps Brokerage, INC.Broker
Gamco Securities, INC.Broker
First American National Securities, INC.Broker
State Registrations8 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.