Frank Clark
Frank Clark is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Santa Rosa Beach, FL, with 32 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
Santa Rosa Beach, FL
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Regulatory History (1)
Judgment / Lien
May 2010Other Business ActivitiesSells Insurance
Frank is an independent insurance agent for various independent insurance companies. He also works as an advisory representative of a Registered Investment Advisor (RIA), dedicating nearly full-time hours to this investment-related activity.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Norwest Investment Services, INC.Broker
First Southeastern Securities Group, IncorporatedBroker
Robert Thomas Securities, INCBroker
Investors Associates, INC.Broker
Dean Witter Reynolds INC.Broker
Addison Financial Services, INC.Broker
State Registrations2 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.