Larry Peregrine
Larry Peregrine is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Garden Grove, CA, 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
11022 Acacia Pkwy., Ste. E, Garden Grove, CA, 92840
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Regulatory History (1)
Customer Dispute
October 2024Other Business ActivitiesSells Insurance
Larry is an independent insurance agent for various companies under the name Peregrine Insurance since 1986. He is also an advisory representative of a RIA (CIRA) since 2019, dedicating about 10-20% of his time, and the owner of Peregrine Planning Inc since 2006.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
American Independent Securities Group, LLCBroker
American Independent Securities Group, LLC
Capital Synergy Partners
Capital Synergy PartnersBroker
Financial West Group
Financial West GroupBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Pruco Securities CorporationBroker
State Registrations23 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.