Lawrence Breen
Lawrence Breen is a CFP, ChFC-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Oviedo, FL, 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
Oviedo, FL
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
Lawrence is the president of Breen Financial Management, Inc., offering life, disability, and long-term care insurance, and succession/exit planning services, dedicating a few hours per week to each. He is also involved in real estate as a qualifying broker and managing member of Worksite Financial Partners, LLC, and is the president of PPH Commercial Condominium Association.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Cambridge Investment Research, INC.
Dempsey Lord Smith, LLC
Previous Registrations
Dempsey Lord Smith, LLC
Dempsey Lord Smith, LLC
Dempsey Lord Smith, LLCBroker
Centaurus Financial, INC.Broker
Centaurus Financial, INC.
Vsr Advisory Services
Vsr Financial Services, INC.Broker
Investment Advisors
Proequities, INC.Broker
G. A. Repple & CompanyBroker
First Affiliated Securities, INC.Broker
Travelers Equities Sales, INC.Broker
State Registrations12 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.