Andi Kang
Andi Kang is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Costa Mesa, CA, 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
2900 Bristol St., Building B, Suite 106, Costa Mesa, CA, 92626
Get directionsHistory
Regulatory History (4)
Customer Dispute
February 2014Customer Dispute
April 2011Customer Dispute
December 2010Customer Dispute
November 2009Other Business ActivitiesSells Insurance
Andi is involved in several outside business activities, including real estate, insurance sales as an independent agent, coaching, and roles with various organizations. She also dedicates nearly full-time hours as an advisory representative of a registered investment advisor (RIA).
Employment History
Current Registrations
Cambridge Investment Research, INC.
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Arbor Point Advisors
Securities America Advisors, INC.
Crown Wealth Management, INC.
Securities America, INC.Broker
Royal Alliance Associates, INC.Broker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations15 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.