Alexander Kline
Alexander Kline is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Pittsburgh, PA, 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
368 Butler St, Pittsburgh, PA, 15223
Get directionsHistory
Regulatory History (10)
Customer Dispute
August 2024Customer Dispute
May 2024Customer Dispute
January 2024Customer Dispute
October 2023Customer Dispute
September 2021Employment Separation After Allegations
November 2011Customer Dispute
June 2008Customer Dispute
January 2005Customer Dispute
January 2004Customer Dispute
November 2000Other Business ActivitiesSells Insurance
Alexander is an advisory representative of a registered investment advisor and also works as an insurance agent for life, health, and property & casualty insurance since 1984, dedicating a few hours per week to this. He also volunteers as a committee member for Animal Friends, spending minimal time per month.
Employment History
Current Registrations
Duncan Financial Planning Advisors
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Prospera Financial Services, INC.
Prospera Financial Services, INC.Broker
The Huntington Investment Company
The Huntington Investment CompanyBroker
Walnut Street Securities, INC.
Walnut Street Advisers INC
M & E Investment Group, INC
Walnut Street Securities, INC.Broker
Investment Management & Research, INCBroker
Travelers Equities Sales, INC.Broker
Mony Securities CORP.Broker
Managed Investments, INC.Broker
First Investors CorporationBroker
State Registrations26 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.