Mark Menard
Mark Menard is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Houston, TX, with 35 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
1880 S. Dairy Ashford Rd. Suite 554, Houston, TX, 77077
Get directionsHistory
Regulatory History (2)
Regulatory
June 2020Employment Separation After Allegations
June 2019Other Business Activities
Mark works as an Investment Advisor Representative at CIRA since 2022, managing client assets and preparing financial plans, dedicating nearly full-time hours to trading. He also works as a Vice President and 1099 contractor at King Capital Advisors, Inc. since 2006, dedicating nearly full-time hours to trading.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Cantella & CO., INC.
Cantella & CO., INC.Broker
Cantella & CO., INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations8 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.