Gary Wargo
Gary Wargo is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Clearwater, FL, 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
2627 Mccormick Drive, Suite 101, Clearwater, FL, 33759-1036
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 1998Other Business ActivitiesSells Insurance
Gary is an advisory representative of a registered investment advisor since 2003, dedicating nearly full-time hours, with about half of that time spent trading. He is also an independent insurance agent selling health and life insurance, spending a few hours per week on this activity.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Choice Financial Advisors, INC.
Cambridge Investment Reserarch, INC.
Financial Management Group, INC.
Integra Financial Advisory INC
Integra Financial Management INC
Keogler, Morgan & Company, INC.Broker
Intersecurities, INC.Broker
Pw Securities, INC.Broker
State Registrations46 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.