Jeffrey Laine
Jeffrey Laine is a PFS-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Naples, FL, with 37 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.
Fee Estimator
Location
Naples, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey is an advisory representative of a RIA, dedicating nearly full-time hours to this role, including trading. He also owns Jeffrey A Laine CPA LLC providing tax services, works as an insurance producer, is an owner in JMBB Partners LLC (real estate), and is an IAR with LaineFinancial Advisors, Inc., taking about half of his time.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Laine Financial Group, INC.
Commonwealth Financial Group, INC.Broker
Van Liew SecuritiesBroker
Thompson, Laine & CO., INC.Broker
State Registrations7 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.
Exams
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