Leslie Szarka
Leslie Szarka is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in North Olmsted, OH, 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
29691 Lorain Rd, North Olmsted, OH, 44070
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Regulatory History (1)
Customer Dispute
September 2009Other Business ActivitiesSells Insurance
Leslie is an author of financial books, an advisory representative of a RIA, and CEO/financial professional utilizing the DBA name L.A. SZARKA CFP & ASSOC INC. Leslie also owns rental properties and is an independent insurance agent for various independent insurance companies.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Fsc Securities Corporation
Fsc Securities CorporationBroker
Financial Planning
Capital Brokerage CorporationBroker
Capital Brokerage CorporationBroker
Mutual Service CorporationBroker
Walnut Street Securities, INC.Broker
Vestax Securities CorporationBroker
W. S. Griffith & CO., INC.Broker
First Investors CorporationBroker
State Registrations27 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.