Carri Campbell
Carri Campbell is a ChFC-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Eagle, ID, 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
450 W State St., Suite 125, Eagle, ID, 83616
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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
Carri is an independent insurance agent for various companies, selling life, health, and long-term care insurance, dedicating about 10-20% of her time. She also serves as an advisory representative of a RIA, is a political district precinct committeeman, and volunteers/directs for US Term Limits.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Capital Financial Services, INC.Broker
Capital Financial Services, INC.
United Heritage Financial Services, INC.Broker
United Heritage Financial Services, INC.
Cambridge Investment Reserarch, INC.
Cambridge Investment Research, INC.Broker
AXA Advisors, LLCBroker
The O.N. Equity Sales CompanyBroker
American General Securities IncorporatedBroker
Integrated Resources Equity CorporationBroker
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.