Linda Parisi
Linda Parisi is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Sarasota, 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
6710 Professional Pkwy, Suite 201 B, Sarasota, FL, 34240
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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
Linda is an independent insurance agent for various independent insurance companies, dedicating about 10-20% of her time to this activity. She also works as an administrative representative of an RIA, CIRA, and as an IAR under the DBA name Modern-Wealth, LLC, dedicating nearly full-time hours to each of these roles.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Cambridge Investment Research, INC.
Previous Registrations
Grove Point Advisors, LLC
H. Beck, INC.
Grove Point Investments, LLCBroker
Huntington Financial Advisors
The Huntington Investment CompanyBroker
LPL Financial Corporation
LPL Financial CorporationBroker
Amtrust Investment Services, INC.
Amtrust Investment Services, INC.Broker
Invest Financial Corporation
Invest Financial CorporationBroker
Firstmerit Securities, 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.