David Lenda
David Lenda is a ChFC-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Farmington Hills, MI, with 33 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
28555 Orchard Lake Road, Suite 100, Farmington Hills, MI, 48334
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2012Other Business ActivitiesSells Insurance
David is an advisory representative of a Registered Investment Advisor (RIA) since 2016, spending about a quarter of his time on this and trading. He is also an IAR doing business as Retirement & Wealth Strategies since 2019, dedicating nearly full-time hours to this and trading, and an independent insurance agent for various companies since 2024, spending minimal time on this and trading.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Southeast Investments, N.c., INC.Broker
PNC Investments
PNC InvestmentsBroker
LPL Financial Corporation
LPL Financial CorporationBroker
Ifmg Securities, INC.Broker
Cco Investment Services CORP.Broker
Charter One Securities, INC.Broker
Hantz Financial Services, INC.Broker
Vestax Securities CorporationBroker
Concord Brokerage Services, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Lehman Brothers INC.Broker
State Registrations3 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.