Roland Gagne
Roland Gagne is a CFP, ChFC-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Portsmouth, NH, with 34 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
1 New Hampshire Ave., Ste 125, Portsmouth, NH, 03801
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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
Roland is involved in several outside business activities, including serving as an investment committee member and trustee for the Biddeford Saco Rotary Club, an advisory representative of a RIA (CIRA), and an independent insurance agent for various companies through Pension Professionals. He also manages commercial rental property through Attache Business Center LLC and Le Cretin, LLC, is a board member of OLPS, a trustee for The Gagne Family Trust, and provides accounting/bookkeeping/payroll services through MyHeroCFO and Compass CFO.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Pension Professionals
Cambridge Investment Reserarch, INC.
Investacorp, INC.Broker
Guardian Investor Services CorporationBroker
State Registrations18 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.