Gary Bedford
Gary Bedford is a ChFC-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Boulder, CO, 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
7850 Edelweiss Court, Boulder, CO, 80303
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Gary is an advisory representative of a RIA, the president and owner of Bedford & Associates Inc, and a member of Bedford & Sons Roth, LLC. He is also an independent insurance agent and the originator/author of a scholarly website, dedicating about a quarter of his time to the website and minimal time to insurance services.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Western Wealth Management LLC
Western Wealth Management LLC
LPL Financial LLCBroker
Mid Atlantic Financial Management, INC.
Mid Atlantic Capital CorporationBroker
London Pacific Advisors
London Pacific Securities, INC.Broker
Manequity, INC.Broker
Guardian Investor Services CorporationBroker
Royal Alliance Associates, INC.Broker
Fidelity Equity Services CorporationBroker
Integrated Resources Equity CorporationBroker
Fsc Securities CorporationBroker
State Registrations15 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.