Michael Laliberte
Michael Laliberte is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Leesburg, FL, with 26 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
Leesburg, FL
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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
Michael is an independent insurance agent, spending about half of his time in this role. He is also involved with several other businesses, including CIRA as an advisory representative, Coastal Family Business Advisors, Coastal Family Tax Advisors, Coastal Family Wealth Foundation, Coastal Family Wealth Advisors, and Coastal Family Wealth Advisory.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Cambridge Investment Research Advisors, INC.
Focal Point Advisors, INC.
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Mcdonald Investments INC.
Mcdonald Investments INC.Broker
Amsouth Investment Services, INC.Broker
Amsouth Investment Services, INC.Broker
Citizens Financial Services INC.Broker
Cambridge Investment Research, INC.Broker
Securities Service Network, INC.Broker
Securities America, INC.Broker
Linsco/private Ledger CORP.Broker
First Investors CorporationBroker
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.