Richard Shaheen
Richard Shaheen is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Sterling Heights, MI, with 39 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
Sterling Heights, MI
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Regulatory History (1)
Financial
December 2020Other Business ActivitiesSells Insurance
Richard is an advisory representative managing client assets and preparing financial plans, dedicating about half his time. He also sells banking products, is president of Shaheen & Associates, Inc. (Insurance/Benefits/Human Resources), is involved in networking groups, is president of Metropolitan Detroit Chorale, and is a musician.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Spc
Sigma Financial CorporationBroker
Sun Investment Services CompanyBroker
Bln Investment CORP.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.