Richard Nixon
Richard Nixon is a ChFC-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Marietta, GA, 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
445 Manget St., Ste. 200, Marietta, GA, 30060
Get directionsHistory
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
Richard is an advisory representative of a Registered Investment Advisor (RIA), spending nearly full-time on investment-related activities. He is also an independent insurance agent for various companies, dedicating minimal time to this role. Additionally, Richard is a CPA, enrolled agent, and CEO of Cumberland Financial Group, Inc., focusing on tax preparation and accounting, and is a general partner in a commercial rental property, Manget Properties, LLC, and a co-executor of a family estate.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
The Lincoln National Life Insurance CompanyBroker
Lincoln National Pension Insurance CompanyBroker
Interpacific Investors Services, INC.Broker
Corporate Securities Group, INC.Broker
W. S. Griffith & CO., INC.Broker
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.