Mark Vaclavicek
Mark Vaclavicek is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Florence, MA, with 40 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
8 Main St., Florence, MA, 01062
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2015Employment Separation After Allegations
December 2004Other Business ActivitiesSells Insurance
Mark is involved in several outside business activities, including serving on the board of agricultural societies and civic associations, owning rental properties, and acting as an advisory representative for a registered investment advisor. He also works as an independent insurance agent for various companies, dedicating about a quarter of his time to this.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
New England SecuritiesBroker
New England SecuritiesBroker
Integrated Resources Equity CorporationBroker
Royal Alliance Associates, INC.Broker
Integrated Resources Equity CorporationBroker
Pruco Securities CorporationBroker
State Registrations18 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.