Darrell Masters
Darrell Masters is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Cincinnati, OH, with 34 years of industry experience. Darrell is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.
Fee Estimator
Location
9545 Kenwood Rd, Ste 103, Cincinnati, OH, 45242
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2017Other Business Activities
Darrell is an advisory representative of an RIA since 2005, taking about half of his time, and spends about a quarter of his time trading. Darrell is also an owner/partner of Kenwood Financial Group since 2005, dedicating about 10-20% of his time, and spends minimal time trading.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Lincoln Financial Advisors Corporation
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors CorporationBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations16 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.
Exams
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