Barry Shevlin
Barry Shevlin is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Southampton, 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
502 Lakeside Dr, Southampton, PA, 18966
Get directionsHistory
Regulatory History (3)
Customer Dispute
April 2011Customer Dispute
September 2010Customer Dispute
August 2010Other Business ActivitiesSells Insurance
Barry is an advisory representative of a Registered Investment Advisor (RIA) and spends a few hours per week on investment-related activities. He is also an independent insurance agent since 1984 and the president/financial professional at Shevlin Investments since 2011, spending a few hours per week on investment-related activities.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
First Investors CorporationBroker
State Registrations9 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.