Joseph Frank
Joseph Frank is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Woodstown, NJ, with 51 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
63 East Ave, Woodstown, NJ, 08098
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Regulatory History (1)
Customer Dispute
June 2005Other Business ActivitiesSells Insurance
Joseph is an owner/agent selling disability, life, health, and fixed annuity products through various insurance companies since 1979, dedicating minimal time. He is also a managing member of Frank Family Capital Group LLC since 2012, spending minimal time, and an advisory representative of a RIA since 2015, spending nearly full-time hours. Joseph is also a part owner of a marketing business, spending a few hours per week.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Questar Capital CorporationBroker
Questar Asset Management, INC.
Questar Capital CorporationBroker
Questar Asset Management, INC.
Usallianz Securities, INC.Broker
Usallianz Securities, INC.
Investacorp Advisory Services INC
Investacorp, INC.Broker
Integrated Resources Equity CorporationBroker
Bnl Securities INC.Broker
Cardell & Associates, IncorporatedBroker
Cardell & Associates, IncorporatedBroker
Uslife Equity Sales CORP.Broker
Phoenix Equity Planning CorporationBroker
Cigna Securities, INC.Broker
Bache Halsey Stuart Shields IncorporatedBroker
Bache Halsey Stuart INC.Broker
Bache & CO IncorporatedBroker
Bache & CO., IncorporatedBroker
State Registrations20 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.