Barbara Clare
Barbara Clare is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Sandy, OR, 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
38975 Proctor Blvd, Sandy, OR, 97055
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Regulatory History (1)
Customer Dispute
July 2011Other Business ActivitiesSells Insurance
Barbara works as an independent insurance agent for various companies through Clackamas County Bank Agency, dedicating nearly full-time hours to this role. She also participates in several community organizations and committees, and is an advisory representative of a RIA.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Cuso Financial Services, L.P.Broker
Cuso Financial Services, L.P.
Edward Jones
Edward JonesBroker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Prudential Securities IncorporatedBroker
Piper Jaffray INC.Broker
Bateman Eichler, Hill Richards, IncorporatedBroker
Boettcher & Company, INC.Broker
State Registrations6 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.