Rebecca Turner
Rebecca Turner is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Fort Worth, TX, with 36 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
3265 Lackland Rd, Fort Worth, TX, 76116
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Regulatory History (2)
Customer Dispute
October 2011Customer Dispute
July 2008Other Business ActivitiesSells Insurance
Rebecca is the owner of Cutting Edge Publishing, writing and selling books, dedicating minimal time. She is also an independent insurance agent for various companies through Wealth Strategy Advisors, spending a few hours per week. Rebecca is also an advisory representative of a RIA, and an investment advisor representative, spending full-time on these activities. Finally, she is a landlord, dedicating minimal time.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
AXA Advisors, LLC
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations10 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.