Emeel Salem
Emeel Salem is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Birmingham, AL, 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
2839 Culver Rd., Ste. 206, Birmingham, AL, 35223
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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
Emeel is an independent insurance agent for various companies since 1984, dedicating nearly full-time hours to this. He is also an advisory representative of a RIA and involved in AdvisorySouth LLC, dedicating about half and about 10-20% of his time, respectively, to these roles. Emeel owns real estate through E & J Holdings, LLC, but spends minimal time on it.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
New England SecuritiesBroker
State Registrations5 states
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