Christina Caldwell
Christina Caldwell is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Lexington, MO, with 24 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
Lexington, MO
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Christina is an advisory representative of a RIA since 2012, dedicating a few hours per week. She is also an independent insurance agent for various independent insurance companies since 2014, spending about 10-20% of her time in this role, and a 1099 contractor for Comprehensive Wealth Advisor/John Maggiacomo since 2025, spending about a quarter of her time.
Employment History
Current Registrations
Cambridge Investment Research, INC.
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Uvest Financial Services Group, INC.Broker
Compass Capital Asset Management
Lincoln Investment Planning, INC
Lincoln Investment Planning, INC.Broker
Stifel, Nicolaus & Company, IncorporatedBroker
Dst Securities, INC.Broker
State Registrations5 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.