William Black
William Black is a ChFC-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Winter Park, 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
1954 Howell Branch Rd., Ste. 100, Winter Park, FL, 32792
Get directionsHistory
Regulatory History (1)
Regulatory
August 1999Other Business ActivitiesSells Insurance
William is involved in several business activities, including real estate ownership, acting as a trustee for a 401(k) plan, and working as an advisory representative for a Registered Investment Advisor (RIA). He also works as an independent insurance agent and insurance consultant, and is an agent for Capstone Health and Wellness.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
First Allied Securities, INC.Broker
Ogilvie Security Advisors CORP
Ogilvie Security Advisors CorporationBroker
Ogilvie & Taylor Securities CorporationBroker
Jackson National Financial Services, INC.Broker
State Registrations42 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.