Mark Cangelose
Mark Cangelose is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in College Station, TX, with 33 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
707 Texas Ave, Suite 112-E, College Station, TX, 77840
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Regulatory History (1)
Customer Dispute
March 2023Other Business ActivitiesSells Insurance
Mark is an independent insurance agent for various companies since 2019, dedicating about 10-20% of his time to this. He also works as a financial professional under a DBA name and as an advisory rep of a RIA, spending the majority of his time on these investment-related activities.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
C C F Investments, INC.Broker
The Leaders Group, INC.Broker
PFS Investments INC.Broker
PFS Investments INC.Broker
State Registrations26 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.