Mary Foft
Mary Foft is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Tustin, CA, with 37 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
2522 Chambers Rd. #189, Tustin, CA, 92780
Get directionsHistory
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
Mary is an independent insurance agent since 2014, dedicating a few hours per week to this activity. She is also an advisory representative of a RIA, spends about a quarter of her time as an advisory rep, and engages in other activities such as freelance writing and serving on various boards.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Cambridge Investment Research, INC.
Previous Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
Great Northern Financial Securities, INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Metropolitan Investment Securities, INC.Broker
Legend Equities CorporationBroker
Ffp Securities, INC.Broker
Marketing One Securities, INC.Broker
Griffin Financial ServicesBroker
Gna Securities, INC.Broker
Security First Financial, INC.Broker
American Express Financial Advisors INC.Broker
State Registrations5 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.