John Quintero
John Quintero is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Pembroke Pines, FL, with 31 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
18501 Pines Blvd., Ste 203, Pembroke Pines, FL, 33029
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2014Customer Dispute
January 2014Other Business ActivitiesSells Insurance
John is an advisory representative of a registered investment advisor (RIA) since 2016, dedicating full-time hours to this role. He also works as a financial professional under a DBA name, owns an LLC for liability and bill payment, and is an independent insurance agent, dedicating minimal time to each of these activities. He also has power of attorney for a family member.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Metropolitan Life Insurance CompanyBroker
Metlife Securities INC.Broker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
Raymond James Financial Services, INC.Broker
Greater Metropolitan Investment Services, INC.Broker
Alliance Fund Distributors, INC.Broker
State Registrations5 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.