Michael Graham
Michael Graham is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Wellington, FL, with 29 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
12300 S Shore Blvd Suite 216, Wellington, FL, 33414
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2015Other Business Activities
Michael is the President of 3HL Accountants, a tax service, since April 2023, and utilizes the trade name Three Harbor Lights LLC since August 2021. Both activities are investment related and take nearly full-time hours.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Pmk Securities & Research, INC.Broker
Broad Street Securities, INC.Broker
Specialty Finance Group, LLCBroker
1st Discount Brokerage, INC.Broker
Corporate Securities Group, INC.Broker
Robert Thomas Securities, INCBroker
State Registrations6 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.