Kenneth Thomson
Kenneth Thomson is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Dallas, TX, with 31 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
15770 Dallas Pkwy Ste 910, Dallas, TX, 75248
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Regulatory History (1)
Regulatory
April 2009Other Business ActivitiesSells Insurance
Kenneth is the head coach for a high school lacrosse team, dedicating about a third of his time to this non-investment related activity. He is also an independent insurance agent, an advisory representative for CIRA, and an investment advisor representative for EVOS Financial, dedicating full-time hours to each of the latter two roles.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Calandro Advisory Services, INC.
Sanders Morris Harris INC.
Sanders Morris Harris INC.Broker
Ifg Network Securities, INC.Broker
Ifg Network Securities, INC.Broker
Fidelity Brokerage Services, INC.Broker
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.