Lesley Vanborssum
Lesley Vanborssum is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Phoenix, AZ, 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
33 W Missouri Ave., Phoenix, AZ, 85013
Get directionsHistory
Regulatory History (4)
Customer Dispute
August 2008Customer Dispute
February 1999Customer Dispute
January 1998Customer Dispute
June 1997Other Business Activities
Lesley is an advisory representative of a registered investment advisor (RIA), spending nearly full-time on investment-related activities. She is also a loan guarantor for a construction build out for Uncle Biffs Cookies, dedicating minimal time to this non-investment related activity.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Dean Witter Reynolds INC.Broker
Crowell, Weedon & CO.Broker
Thomas Green/san Diego Securities IncorporatedBroker
State Registrations18 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.