Glen Viditz-Ward
Glen Viditz-Ward is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Marvin, NC, with 32 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
Marvin, NC
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Regulatory History (1)
Customer Dispute
March 2023Other Business ActivitiesSells Insurance
Glen is an independent insurance agent since 2008 and the president of Viditz-Ward Financial Services Inc. He also works as an advisory representative of a RIA, dedicating full-time hours to this role.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Multi-Financial Securities Corporation
Multi-Financial Securities CorporationBroker
MML Investors Services, INC.Broker
G. R. Phelps & CO., INC.Broker
State Registrations11 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.